Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane McCurry is a financial advisor who has been in the industry since 2008. Shane is currently registered with Wells Fargo Clearing Services, LLC and previously worked with BANCWEST INVESTMENT SERVICES, INC. and GUARANTY BROKERAGE SERVICES, INC. Shane is licensed to provide financial advice in California. Shane specializes in financial planning and portfolio management for both individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
1
2
CA
09/19/2023 - Present
Wells Fargo Clearing Services, LLC (SAN JOSE CA)
CA
11/26/2013 - 09/14/2023
BANCWEST INVESTMENT SERVICES, INC. (SACRAMENTO CA)
CA
12/11/2008 - 05/31/2013
BANCWEST INVESTMENT SERVICES, INC. (CITRUS HEIGHTS CA)
MN
03/23/2005 - 11/14/2005
GUARANTY BROKERAGE SERVICES, INC. (ST. CLOUD MN)
NY
06/04/2004 - 11/22/2004
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 01/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/12/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/20/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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