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Shawn M
Series 63, Series 65
Vancouver, WA
Financial Management Strategies, Inc.
Shawn Mathis is an investment advisory representative at Financial Management Strategies, Inc. in Vancouver, WA, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera, Ameriprise Financial Services, and Financial Management Strategies since 2009. Mathis is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care products. Financial Management Strategies, Inc. provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, using a variety of analytical methods and strategies to meet client objectives.
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