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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Schane? Claim Your ProfileSchane Pierce Goheen is a financial advisor with Mercer Global Advisors Inc. Schane is a Certified Financial Planner and has been in the financial services industry since 2010. Schane is registered in California and Texas as an investment advisor representative. Schane has experience working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Schane provides a wide range of financial services, including financial planning, portfolio management, trust services, estate planning, and tax return preparation.
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.
Trust services, estate planning, tax return preparation, consultation
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
04/27/2021 - Present
Mercer Global Advisors Inc. (San Diego CA)
CA
04/07/2016 - 01/30/2018
J.P. MORGAN SECURITIES LLC (VISTA CA)
CA
01/12/2015 - 03/18/2016
EQUITY SERVICES, INC. (SAN MARCOS CA)
CA
10/25/2013 - 01/14/2015
PRUCO SECURITIES, LLC. (SAN DIEGO CA)
CA
10/27/2010 - 10/18/2013
FIRST COMMAND FINANCIAL PLANNING, INC. (SAN DIEGO CA)
IA
Issued 04/18/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/26/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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