Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Ailes is a financial advisor with West Michigan Advisors, LLC. Shane has been in the financial services industry since 1996 and has experience working for several other firms, including Raymond James & Associates, Inc. and Commonwealth Financial Network. Shane specializes in providing financial planning and investment advice to individuals, families, and corporations. Shane is registered with the state of Michigan as an investment advisor representative (IAR).
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.
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.
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MI
02/18/2021 - Present
West Michigan Advisors, LLC (HOLLAND MI)
MI
09/28/2017 - 04/05/2021
RAYMOND JAMES & ASSOCIATES, INC. (Holland MI)
MI
05/19/2008 - 09/29/2017
COMMONWEALTH FINANCIAL NETWORK (HOLLAND MI)
MI
01/21/1998 - 05/23/2008
MML INVESTORS SERVICES, INC. (HOLLAND MI)
OH
10/01/1997 - 01/30/1998
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
MI
09/18/1996 - 10/01/1997
FMB INVESTMENT SERVICES (HOLLAND MI)
IA
Issued 12/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/17/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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