Unclaimed
Shana Fife is a financial professional with over 17 years of experience in the industry. Currently registered with Oneamerica Securities, Inc. in Newport Beach, California, Shana holds Series 6 and 63 licenses as well as the SIE exam. Shana has previously worked with MML INVESTORS SERVICES, INC. and SUNAMERICA SECURITIES, INC., demonstrating a consistent commitment to the financial services field.
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.
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
CA
06/18/2013 - Present
Oneamerica Securities, Inc. (Newport Beach CA)
CA
03/23/2005 - 12/31/2010
MML INVESTORS SERVICES, INC. (NEWPORT BEACH CA)
AZ
08/02/2004 - 03/18/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BC
Issued 06/26/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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