Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Allan Hall is an active financial advisor with Ameriprise Financial Services, LLC. Shane has been in the financial industry since 2001. Shane has held previous positions at WELLS FARGO CLEARING SERVICES, LLC, MORGAN STANLEY, and FIDELITY BROKERAGE SERVICES LLC. Shane is registered in 15 states including Florida, New York, and Texas. Shane's primary office is in New York, NY. Shane offers asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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
NY
08/07/2023 - Present
Ameriprise Financial Services, LLC (NEW YORK NY)
NY
01/02/2014 - 08/11/2023
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
NY
03/04/2011 - 01/29/2014
MORGAN STANLEY (NEW YORK NY)
NY
07/19/2001 - 03/09/2011
FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)
BOTH
Issued 01/07/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/09/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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