Shawna Bieda is a CFP-designated registered investment advisor, based in Pasadena, MD, with 20 years of industry experience.
Location
Pasadena, MD
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Current Registrations
Xml Securities
August 2022 - Present · 3 yrs 9 mos
Xml Financial Group
August 2022 - Present · 3 yrs 9 mos
Xml SecuritiesBroker
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2005 - July 2022 · 16 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2005 - July 2022 · 17 yrs 3 mos
State Registrations32 states
AZCACOCTDCDEFLGAILLAMAMDMEMIMNMOMSNCNHNJNMNYOHORPARISCTXUTVAWAWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.