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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shana? Claim Your ProfileShana Ice is a registered investment advisor representative with Morgan Stanley. Shana has been in the industry since 2006 and has experience working with various firms such as MML Investors Services, LLC, Triad Advisors, Inc., and FolioFn Investments, Inc. Shana is licensed in a number of states and is experienced with asset allocation advice, financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
09/23/2021 - Present
Morgan Stanley (El Segundo CA)
MA
09/30/2020 - 09/15/2021
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
AZ
10/02/2012 - 11/05/2015
MORGAN STANLEY (SCOTTSDALE AZ)
MD
03/21/2012 - 09/25/2012
TRIAD ADVISORS, INC. (MAPLE LAWN MD)
VA
03/05/2012 - 03/07/2012
FOLIOFN INVESTMENTS, INC. (MCLEAN VA)
AZ
06/04/2010 - 06/10/2011
MORGAN STANLEY SMITH BARNEY (SCOTTSDALE AZ)
GA
01/22/2010 - 04/22/2010
RESOURCE HORIZONS GROUP LLC (MARIETTA GA)
AZ
02/26/2008 - 01/21/2010
1ST GLOBAL CAPITAL CORP. (PHOENIX AZ)
MO
09/05/2007 - 12/20/2007
EDWARD JONES (ST. LOUIS MO)
AZ
06/12/2002 - 08/27/2007
NATIONAL PLANNING CORPORATION (PHOENIX AZ)
MA
10/23/2001 - 05/13/2002
MANULIFE FINANCIAL SECURITIES LLC (BOSTON MA)
BC
Issued 10/26/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/31/2020
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/22/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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