Shawn Hoskin

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 02/2014 → Present
  Bank Of America, N.A.
  Chandler, AZ

Previous Registrations

• 2009-05-20 → 2014-01-16
  Msi Financial Services, Inc.
  Tempe, AZ
• 2007-01-11 → 2008-02-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Gilbert, AZ
• 2006-06-22 → 2007-01-03
  Banc Of America Investment Services, Inc.
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2006-06-21
• S63 Uniform Securities Agent State Law Examination
  1999-09-02

Other Names

• Shawn K Hoskin
• Shawn Knighton Hoskin