Shannon Lori Loewenberg
Investment adviser representative at Wedbush Securities Inc.
15 yearsExperience
1 stateRegistered in
$6.7BFirm assets
56 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Wedbush Securities Inc.Sep 2023 to now
- Commonwealth Financial NetworkJan 2023 to Sep 2023
- Morgan StanleyApr 2020 to Jan 2023
- TD AmeritradeSep 2018 to Feb 2020
- NordstromOct 2014 to Jul 2018
- San Diego State UniversityAug 2014 to May 2018
- Full Time EducationAug 2008 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
Wedbush Securities Inc.
$6.7BAssets managed
10,833Clients
218Advisers
56 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6993900
- Firm CRD
- 877