Shad Roundy
Edward Jones
Financial Planner in Lahaina, HI
Address:2580 Kekaa Dr, Ste 124
Lahaina, HI 96761
About Shad Roundy
Shad Roundy is a financial professional at Edward Jones located in Lahaina, Hawaii. Shad Roundy holds an industry securities registration subject to FINRA oversight having passed securities examinations including S65, S66 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Shad Roundy provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Shad Roundy2580 Kekaa Dr, Ste 124
Lahaina, HI 96761
Phone Number:
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Website:
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