Unclaimed
Shane Jensen is a financial advisor with The Norden Group LLC, a firm with offices in Provo and St. George, Utah. Shane has been in the financial services industry since 2000 and has experience in financial planning, investment management, and insurance. Shane also has experience working with charitable organizations, pension and profit-sharing plans, corporations, and individuals. Shane is a Chartered Financial Consultant and holds the Series 6, 63, and 65 licenses. Shane's expertise is in helping clients develop personalized financial plans that meet their specific needs and goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting 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.
1
2
UT
03/15/2023 - Present
THE Norden Group LLC (PROVO UT)
UT
02/28/2019 - 04/11/2023
DFPG INVESTMENTS, LLC (ST. GEORGE UT)
UT
10/29/2014 - 03/28/2019
ALLEGIS INVESTMENT SERVICES, LLC (St. George UT)
UT
03/16/2012 - 11/06/2014
CETERA ADVISOR NETWORKS LLC (ST GEORGE UT)
UT
10/04/2011 - 03/15/2012
ALLSTATE FINANCIAL SERVICES, LLC (ST GEORGE UT)
UT
11/10/2009 - 10/13/2011
ONEAMERICA SECURITIES, INC. (SAINT GEORGE UT)
UT
07/20/2007 - 10/30/2009
BENEFICIAL INVESTMENT SERVICES, INC. (SAINT GEORGE UT)
UT
07/18/2000 - 08/10/2007
EQUITY SERVICES, INC. (ST. GEORGE UT)
IA
Issued 05/06/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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