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Shaquawn Schasa

19 Years of Experience
Walnut, CA
BrokerSells Insurance

Shaquawn Schasa is a registered investment advisor at Cetera Investment Advisers LLC, based in Walnut, CA, with 19 years of industry experience. Shaquawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Walnut, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Shaquawn is involved with several organizations, including the Los Angeles County Community Development Foundation, the Gloria Byron Trust, and the Rich Heritage Foundation, dedicating minimal time to each. Shaquawn also sells fixed insurance products and owns Strategic Fortune Wealth Management, spending nearly full-time hours on these activities.

Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
March 2022 - August 2023 · 1 yr 5 mos
Securian Financial Services, INC.Broker
March 2022 - August 2023 · 1 yr 5 mos
Prudential Financial Planning Services
November 2016 - March 2022 · 5 yrs 4 mos
Pruco Securities, LLC.Broker
July 2016 - March 2022 · 5 yrs 8 mos
Metlife Securities INC.
February 2011 - July 2016 · 5 yrs 5 mos
Msi Financial Services, INC.Broker
February 2011 - July 2016 · 5 yrs 5 mos
Edward Jones
October 2009 - April 2010 · 6 mos
Edward JonesBroker
October 2009 - April 2010 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2005 - October 2009 · 3 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2005 - October 2009 · 3 yrs 11 mos
State Registrations5 states
CAGAILLATX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.