Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Royceton? Claim Your ProfileRoyceton Shane Pinder has been in the financial services industry since 1995. Royceton is a registered Investment Advisor Representative with Sovran Advisors, LLC, a firm based in San Diego, California. Royceton also works with Greater Pacific Solutions, which provides financial services. Prior to Sovran Advisors, LLC, Royceton was registered with MML Investors Services, LLC, MSI Financial Services, Inc., VALIC Financial Advisors, Inc., The Variable Annuity Marketing Company, and Cal Fed Investments. Royceton provides financial planning and asset management services to individuals, corporations, and retirement plans. Royceton's areas of expertise include financial planning, insurance, and investment management.
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.
Helps you choose top advisors aligned with your financial goals.
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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CA
02/28/2024 - Present
Sovran Advisors, LLC (SAN DIEGO CA)
CA
03/25/2017 - 03/06/2024
MML INVESTORS SERVICES, LLC (PASADENA CA)
CA
05/23/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (PASADENA CA)
CA
12/22/2000 - 06/04/2014
VALIC FINANCIAL ADVISORS, INC. (ORANGE CA)
TX
12/22/2000 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
CA
01/31/1997 - 12/15/2000
CAL FED INVESTMENTS (SACRAMENTO CA)
WI
01/18/1995 - 01/31/1997
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
Issued 05/22/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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