Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shana? Claim Your ProfileShana Keil has been in the financial services industry for over 20 years. She currently works at Private Client Services, LLC in Appleton, Wisconsin. Shana is a registered representative and investment advisor. Shana has a broad range of experience in the financial services industry and specializes in providing financial planning, portfolio management, and educational seminars. Shana is dedicated to providing personalized financial advice and helping clients reach 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.
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
WI
08/22/2018 - Present
Private Client Services, LLC (Appleton WI)
WI
02/27/2018 - 07/12/2018
INVEST FINANCIAL CORPORATION (APPLETON WI)
CA
02/27/2018 - 07/12/2018
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
WI
10/02/2001 - 07/12/2018
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
WI
08/23/2000 - 07/12/2018
SII INVESTMENTS, INC. (APPLETON WI)
IA
Issued 01/16/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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