Brett Soule Shanklin

Current Employers

Employment History

• 08/2016 → 05/2020
  University Of North Carolina At Chapel Hill
  Chapel Hill, NC
• 06/2014 → 08/2017
  Trident Pool Group
  Charlotte, NC
• 06/2018 → 07/2019
  Husky Rack And Wire
  Denver, NC
• 10/2019 → 04/2020
  Unc Student Stores
  Chapel Hill, NC
• 06/2020 → 02/2021
  Strikers Soccer Center
  Huntersville, NC
• 02/2021 → 05/2021
  East Lincoln High School
  Denver, NC
• 10/2023 → 03/2024
  Lyft
  Charlotte, NC
• 08/2020 → 04/2021
  Amerisave Mortgage Corporation
  Atlanta, GA
• 04/2021 → 06/2021
  Unemployed
  Denver, NC
• 06/2021 → 05/2022
  Capcenter
  Charlotte, NC
• 06/2022 → 09/2023
  Regions Bank
  Charlotte, NC
• 01/2024 → 06/2024
  Associate Staffing
  Charlotte, NC
• 03/2024 → Present
  Principal Securities, Inc.
  Charlotte, NC
• 06/2024 → Present
  Principal Life Insurance
  Charlotte, NC
• 07/2024 → Present
  Principal Advised Services
  Charlotte, NC

Other Businesses

**PRINCIPAL ADVISED SERVICES POSITION: Retirement Consultant NATURE: RIA or IAR outside of PSI INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/23/2024 ADDRESS: 401 McCullough Drive, Charlotte NC 28262, United States DESCRIPTION: As a Principal Advised Services IAR, I offer one-on-one investment advice to Principal retirement plan participants when eligible for a distribution at benefit event. The investment advice is a recommendation as to which of the retirement plan participant's four distribution options is in their best interest. **PRINCIPAL BANK POSITION: AVP - Advice, Education & Sales NATURE: Bank/Credit Union/Financial Institution Arrangement INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/03/2024 ADDRESS: 401 McCullough Drive, Charlotte NC 28262, United States DESCRIPTION: Principal role includes accountability for sales of bank deposit products.

Exams

• S66 Uniform Combined State Law Examination
  2024-05-22

Other Names

• Brett Shanklin