Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shalana? Claim Your ProfileShalana Denise Poole is a financial advisor at LPL Financial LLC, a firm based in Fort Mill, South Carolina. Shalana has been in the industry since 2002. Shalana specializes in providing financial planning services to individuals, businesses, and charitable organizations. Shalana also provides consulting and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
07/21/2021 - Present
LPL Financial LLC (KYLE TX)
TX
11/03/2017 - 07/21/2021
WADDELL & REED (AUSTIN TX)
TX
10/01/2012 - 11/15/2017
J.P. MORGAN SECURITIES LLC (AUSTIN TX)
TX
03/30/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (AUSTIN TX)
TX
07/11/2006 - 03/18/2010
EDWARD JONES (AUSTIN TX)
KS
11/04/2002 - 10/29/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 10/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/02/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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