Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Isaac is a financial professional with over 27 years of experience in the industry. Shane is registered with Lincoln Investment in Tampa, Florida and Capital Analysts in Tampa, Florida. Shane has been a registered representative since 1996 and has a Series 6, Series 63, Series 65, and SIE licenses. Shane also works with The Gabor Agency, Inc., providing insurance and retirement options to employees of state colleges and universities in Florida. Shane is committed to providing clients with personalized financial advice and guidance.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
03/26/2024 - Present
Lincoln Investment (Tampa FL)
FL
12/28/2015 - 03/14/2016
SIGNATOR INVESTORS, INC. (TAMPA FL)
FL
09/09/2002 - 12/28/2015
SIGNATOR FINANCIAL SERVICES, INC. (TAMPA FL)
CA
09/01/2000 - 09/11/2002
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
IN
08/05/1998 - 09/01/2000
CONSECO SECURITIES, INC. (CARMEL IN)
IN
04/14/1997 - 08/05/1998
CONSECO FINANCIAL SERVICES, INC. (CARMEL IN)
IN
04/29/1996 - 04/14/1997
CONSECO EQUITY SALES, INC. (CARMEL IN)
IA
Issued 12/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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