Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Niall? Claim Your ProfileNiall Brennan Shaffery is a financial advisor who is a Certified Financial Planner and has been in the industry for more than 10 years. Niall is currently a registered representative with Vance Wealth, Inc., a registered investment advisor with its main office in Santa Clarita, California. Niall provides financial planning, consulting, and portfolio management services to individuals, families, and businesses. Niall has a strong understanding of the investment landscape and is dedicated to helping clients 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.
Personalized portfolio management to meet individual financial objectives.
Consulting 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.
A percentage of the total value of assets under management is charged.
Consulting fees
1
2
CA
01/09/2025 - Present
Vance Wealth (SANTA CLARITA CA)
IA
Issued 12/22/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/24/2021
Series 66 - Uniform Combined State Law Examination
Active
Inactive
Not sure Niall Shaffery is the right advisor for you? Invested Better is here to help.
