Shanna Mattson, CFP
July Business Services
Certified Financial Planner in Waco, TX
Address:400 Austin Ave
Waco, TX 76701
About Shanna Mattson
Shanna Mattson is a financial professional at July Business Services located in Waco, Texas. Shanna Mattson holds an industry securities registration subject to FINRA oversight having passed securities examinations . 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
Shanna Mattson 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:
Shanna Mattson400 Austin Ave
Waco, TX 76701
Phone Number:
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Website:
https://www.julyservices.com
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