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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shanan? Claim Your ProfileShanan Rae Doherty is an active financial advisor registered in 35 states and 2 other jurisdictions for both Broker-Dealer and Investment Advisor services. Shanan Doherty is currently associated with The Ameriflex Group in Sterling, Colorado. Shanan Rae Doherty has been in the securities industry since 2001. Prior to joining The Ameriflex Group, Shanan Doherty was with SAGEPOINT FINANCIAL, INC. for a period of 14 years. Shanan Doherty specializes in providing comprehensive wealth management, financial planning, and investment advisory services to high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals.
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.
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.
1
2
CO
12/03/2021 - Present
THE Ameriflex Group (Sterling CO)
CO
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (STERLING CO)
CO
10/25/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (STERLING CO)
MO
08/10/2001 - 10/30/2002
EDWARD JONES (ST. LOUIS MO)
TX
02/26/2001 - 08/21/2001
RUSHMORE SECURITIES CORPORATION (DALLAS TX)
BOTH
Issued 06/06/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2012
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/20/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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