Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elaine? Claim Your ProfileElaine Shanley is a financial advisor with over 26 years of experience in the financial services industry. Elaine holds the Series 6, 7, 63, and 65 licenses, as well as the SIE designation. Elaine is currently registered with LPL Financial LLC and Private Advisor Group, LLC. Elaine has experience working with individuals, families, businesses, and retirement plans. Elaine offers a variety of financial services including financial planning, investment management, insurance, and retirement planning. Elaine is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
10/26/2022 - Present
LPL Financial LLC (ANNAPOLIS MD)
MD
08/03/2006 - 05/03/2012
FOUNDERS FINANCIAL SECURITIES LLC (TIMONIUM MD)
MD
02/06/2002 - 08/10/2006
INTERSECURITIES, INC. (LUTHERVILLE MD)
IN
10/03/1996 - 02/05/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/03/1996 - 02/05/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 04/24/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/19/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/02/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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