![Shawn P. Rohrig](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Shawn P. Rohrig
Corporate Officer/Principal bei Hazlett, Burt & Watson, Inc.
Profil
Mr. Shawn P.
Rohrig is a First Vice President & Financial Advisor at Hazlett, Burt & Watson, Inc. He is also an Investment Advisor Representative with Security Capital Management which is an SEC Registered Investment Advisor and a division of Hazlett, Burt & Watson, Inc.
He began his career in the securities industry in 2009 as a Registered Representative with First Investors in Canonsburg, PA.
In January 2010, he was invited to participate in a joint venture with the Scheeren Wealth Management Group at Wells Fargo Advisors in Wheeling.
There, Shawn became a Financial Consultant, and he was able to further develop his skills in managing money, prospecting, and advising high net worth clientele.
In April 2011, he proudly joined Hazlett, Burt & Watson, Inc. as a Financial Advisor.
He consistently prospects for new clientele and enjoys delivering his personalized approach of wealth management to his existing clients.
He earned a Bachelor of Arts degree in Financial Economics from Bethany College.
He is a CERTIFIED FINANCIAL PLANNER Professional and adheres to the CFP Board’s Code of Ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.
He is also a Chartered Retirement Planning Counselor.
His professional licenses include Series 6, 7, 63, 66 and WV, OH and PA Life Insurance Licenses.
Aktive Positionen von Shawn P. Rohrig
Unternehmen | Position | Beginn |
---|---|---|
Hazlett, Burt & Watson, Inc.
![]() Hazlett, Burt & Watson, Inc. Investment Banks/BrokersFinance Hazlett, Burt & Watson, Inc. (HBW) is a registered investment advisor headquartered in Wheeling, West Virginia. The firm was founded in 1883 and is a subsidiary of HBW, Inc. HBW provides investment portfolio management strategies designed to meet the specific needs of families, individual investors and businesses. | Corporate Officer/Principal | 01.04.2011 |
Ehemalige bekannte Positionen von Shawn P. Rohrig
Unternehmen | Position | Ende |
---|---|---|
Wachovia Securities LLC
![]() Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Corporate Officer/Principal | - |
Foresters Financial Services, Inc.
![]() Foresters Financial Services, Inc. Financial ConglomeratesFinance Foresters Financial Services, Inc. provides asset management services. Its products and services include mutual funds, college savings plans, insurance, and retirement planning. The company was founded on February 7, 1968 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Ausbildung von Shawn P. Rohrig
Bethany College | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 3 |
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Hazlett, Burt & Watson, Inc.
![]() Hazlett, Burt & Watson, Inc. Investment Banks/BrokersFinance Hazlett, Burt & Watson, Inc. (HBW) is a registered investment advisor headquartered in Wheeling, West Virginia. The firm was founded in 1883 and is a subsidiary of HBW, Inc. HBW provides investment portfolio management strategies designed to meet the specific needs of families, individual investors and businesses. | Finance |
Foresters Financial Services, Inc.
![]() Foresters Financial Services, Inc. Financial ConglomeratesFinance Foresters Financial Services, Inc. provides asset management services. Its products and services include mutual funds, college savings plans, insurance, and retirement planning. The company was founded on February 7, 1968 and is headquartered in New York, NY. | Finance |
Wachovia Securities LLC
![]() Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Finance |