Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Shaw is a financial advisor with over 15 years of experience in the financial services industry. Jack is currently registered with Oneamerica Securities, Inc., providing investment advice and financial planning services. Prior to joining Oneamerica Securities, Inc., Jack was registered with NYLIFE SECURITIES LLC, FINANCIAL NETWORK INVESTMENT CORPORATION, PENSION PLANNERS SECURITIES, INC. and PRINCOR FINANCIAL SERVICES CORPORATION. Jack has a wide range of experience in the financial services industry. Jack's professional certifications include Series 7, Series 63, Series 66, and SIE exams.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
05/19/2016 - Present
Oneamerica Securities, Inc. (Milpitas CA)
CA
03/24/2011 - 04/07/2016
NYLIFE SECURITIES LLC (SAN JOSE CA)
CA
08/13/2008 - 12/04/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (SAN JOSE CA)
CA
05/16/2008 - 08/13/2008
PENSION PLANNERS SECURITIES, INC. (SAN JOSE CA)
CA
11/23/2006 - 04/09/2008
PRINCOR FINANCIAL SERVICES CORPORATION (SAN JOSE CA)
BOTH
Issued 11/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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