Shawn Wears, CFP®

Shawn Wears, CFP®

United States
2K followers 500+ connections

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Gateway Retirement Solutions
Northwestern University

About

Experienced Investments professional with a background in investment operations…

Activity

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Experience

  • Gateway Retirement Solutions Graphic

    Gateway Retirement Solutions

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    Lansing, Michigan Area

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    Columbus, Ohio & Chicago, IL

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    Greater Chicago Area

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    Greater Chicago Area

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    Greater Chicago Area

Education

  • Northwestern University Graphic

    Northwestern University

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    Activities and Societies: Sports Marketing Group, Sports Information Director - Ohio University Hockey

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    Accredited Investment Fiduciary® (AIF®) Designation training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests while successfully growing their business.

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Volunteer Experience

  • Member Board Of Directors

    Member Board Of Directors

    Disabled Patriot Fund

    - 2 years 2 months

  • Member of The Board of Directors

    Member of The Board of Directors

    Ohio University

    - 2 years 1 month

    Education

    The Goals of Our Board of Directors:
    - Support and plan off-campus regional College of Business and Ohio University Alumni Association events by engaging, recruiting and increasing alumni engagement.
    - Provide on-campus events that will allow College of Business students opportunities to interact with alumni.
    - Provide mentorship to a Connect student and other students through the Ohio University Mentor Network.
    - Engage alumni through social media and personal networks to…

    The Goals of Our Board of Directors:
    - Support and plan off-campus regional College of Business and Ohio University Alumni Association events by engaging, recruiting and increasing alumni engagement.
    - Provide on-campus events that will allow College of Business students opportunities to interact with alumni.
    - Provide mentorship to a Connect student and other students through the Ohio University Mentor Network.
    - Engage alumni through social media and personal networks to participate in events, the mentor network, externships, and recruiting.

Licenses & Certifications

  • SIE - Securities Industry Essentials Examination

    FINRA

    Issued

  • Indiana Life, Accident & Health Insurance License

    Indiana Department of Insurance

    Issued

  • Series 30 - NFA Branch Manager Examination

    FINRA

    Issued

  • Series 3 - National Commodity Futures Examination

    FINRA

    Issued

  • Series 66 - Uniform Combined State Law Examination

    FINRA

    Issued

  • Series 7 - General Securities Representative Examination

    FINRA

    Issued

  • Series 63 - Uniform Securities Agent State Law Examination

    FINRA

    Issued Expires

  • Series 6 - Investment Company Products/Variable Contracts Representative Examination

    FINRA

    Issued Expires

Organizations

  • Chicago Football Club

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    - Present

  • Ohio University Alumni Group - Chicago Chapter

    President

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  • Ohio University Alumni Group - Columbus Chapter

    Board Member

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