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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Weaver is a financial advisor with over 16 years of experience in the financial services industry. Shane has worked with Private Client Services, LLC since 2024. Prior to that, Shane worked with CETERA ADVISOR NETWORKS LLC, SECURITIES AMERICA, INC. and TD AMERITRADE, INC.. Shane provides financial planning and portfolio management for individuals, businesses, and retirement plans. Shane holds a Series 63, 53, 4, 24, 52TO, SIE and 7 licenses. Shane is registered in Alabama and Nebraska. Shane specializes in providing financial advice to individuals and corporations, including high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Shane offers financial planning, portfolio management, and educational seminars.
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
AL
07/08/2024 - Present
Private Client Services, LLC (Birmingham AL)
NE
04/15/2020 - 07/02/2024
CETERA ADVISOR NETWORKS LLC (OMAHA NE)
NE
11/05/2012 - 02/28/2020
SECURITIES AMERICA, INC. (LAVISTA NE)
NE
09/10/2007 - 11/19/2012
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 09/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/20/2013
Series 4 - Registered Options Principal Examination
BC
Issued 06/19/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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