Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Daniel Shanine is a registered representative and investment advisor representative with Osaic Wealth, Inc. based in East Peoria, Illinois. Jeffrey has been in the securities industry since February 5, 2008. Jeffrey holds Series 66, Series 7 and SIE licenses. Jeffrey is also a registered investment advisor representative in Texas. Previously Jeffrey worked for Woodbury Financial Services, Inc. in East Peoria, Illinois. Jeffrey serves individuals, corporations, insurance companies, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Jeffrey is a specialized advisor with expertise in the areas of Financial Planning, Retirement Planning, Investment Management, and Asset Allocation.
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.
1
2
IL
01/19/2024 - Present
Osaic Wealth, Inc. (EAST PEORIA IL)
IL
02/06/2008 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (EAST PEORIA IL)
BOTH
Issued 04/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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