Shawn Christopher Orser

Current Employers

Employment History

• 12/2009 → Present
  Seaside Advisory Services, Inc.
  Oceanside, CA
• 08/2014 → Present
  Fortune Financial Services, Inc.
  New Brighton, PA

Previous Registrations

• 2010-01-20 → 2018-05-23
  Seaside Financial & Insurance Services
  Carlsbad, CA
• 2008-06-05 → 2009-04-01
  Northwestern Mutual Investment Services, Llc
  La Jolla, CA
  New York, NY

Other Businesses

SEASIDE FINANCIAL & INSURANCE SERVICES. SINCE 12/2009. INVESTMENT-RELATED. RIA - OCEANSIDE, CA. 200 HOURS/MONTH. 160 HOURS/MONTH DURING TRADING HOURS. Rep purchased Seaside from Annemarie Maxe, Shawn Orser is now owner Collaborative Investment Series Trust; Independent Trustee; Greenwich, CT; Started 2017; overseeing the accounting and financial reporting policies and practices of the funds, internal controls, the quality and objectivity of financial statements, and acting as liaison with the independent auditors; 1.3 hours/month during trading hours; $20,000/annually Belpointe REIT; Independent Director; Greenwich, CT; Investment-related; independent oversight of management and corporate governance matters, including strategy, performance evaluation, risk management oversight, succession planning considerations, review of financial controls, and safeguarding the interests of shareholders; 1.3 hours/month during trading hours; $5,000/annually

Exams

• S66 Uniform Combined State Law Examination
  2008-04-16
• S63 Uniform Securities Agent State Law Examination
  2005-09-23

Other Names

• Shawn Christopher Orser
• Shawn C Orser