Shawn Benedict, CFP®

Shawn Benedict, CFP®

Operations Associate, Financial Advisor

Followers of Shawn Benedict, CFP®447 followers
location of Shawn Benedict, CFP®Olean, New York, United States

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  • Timeline

  • About me

    Financial Consultant at Community Investment Services, Inc.

  • Education

    • State University of New York System

      2002 - 2006
      Bachelor's Degree
  • Experience

    • Raymond James

      May 2006 - Aug 2016
      Operations Associate, Financial Advisor
    • Merrill Lynch

      Aug 2016 - Apr 2021
      Investment Analyst
    • Community Investment Services, Inc.

      Apr 2021 - now
      Financial Consultant

      Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Certain Insurance products are offered through LPL or its licensed affiliates. Community Bank and Community Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Community Investment Services, and may also be employees of Community Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Community Bank or Community Investment Services. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | May Lose Value | Not a Bank Deposit or Obligation. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less

  • Licenses & Certifications

    • Certified Financial Planner

      CFP Board of Standards
      Sept 2010