Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Allen Crist is a financial advisor at LPL Financial LLC, with over 27 years of experience in the industry. Shane Crist is registered with 13 states and holds a Series 7, Series 6, and Series 66 license. Shane Crist was previously with SII Investments, Inc. and First Investors Corporation. Shane Crist specializes in providing financial advice for individuals, corporations, businesses, and pension and profit-sharing plans. Shane Crist also offers consulting and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
02/14/2018 - Present
LPL Financial LLC (CINCINNATI OH)
OH
10/20/2005 - 02/14/2018
SII INVESTMENTS, INC. (CINCINNATI OH)
NJ
12/13/1995 - 10/28/2005
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 02/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/12/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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