Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Logan? Claim Your ProfileLogan Shanks is a financial professional with experience in the securities industry. Logan is currently registered with Osaic Institutions, Inc. in Michigan and South Carolina. Logan has a Series 7 and Series 66 license, as well as a Securities Industry Essentials (SIE) certification. Logan has previously worked at Alerus Securities Corporation and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Logan has a diverse client base that includes individuals, high-net-worth individuals, corporations, and charitable organizations. Logan specializes in financial planning, pension consulting, and educational seminars. Logan provides portfolio management for individuals and selects other advisors for clients.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
MI
03/04/2022 - Present
Osaic Institutions, Inc. (East Lansing MI)
MI
03/05/2018 - 12/10/2018
ALERUS SECURITIES CORPORATION (East Lansing MI)
MI
12/02/2014 - 02/02/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EAST LANSING MI)
MI
07/10/2014 - 09/25/2014
PRINCOR FINANCIAL SERVICES CORPORATION (Lansing MI)
BOTH
Issued 08/05/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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