Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Parker is a financial advisor with Principal Securities, Inc., working from the DES MOINES branch office. Shane Parker holds a Series 6, 7, 63, 66, SIE and 6TO licenses and has been in the industry since May 17, 2019. Shane Parker has previously worked for EDWARD JONES and METLIFE INVESTORS DISTRIBUTION COMPANY. Shane Parker is registered in Delaware, District of Columbia, Iowa, Maryland, New Jersey, New York, Pennsylvania, Virginia and West Virginia.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
03/09/2020 - Present
Principal Securities, Inc. (DES MOINES IA)
IA
07/29/2011 - 04/11/2012
EDWARD JONES (CEDAR RAPIDS IA)
CT
04/11/2011 - 05/18/2011
METLIFE INVESTORS DISTRIBUTION COMPANY (BLOOMFIELD CT)
BC
Issued 05/20/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/12/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/09/2020
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/09/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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