Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Andrew Talley is a financial advisor who has been in the industry since June 6, 2008. He is currently registered with Edward Jones in International Falls, Minnesota. Shane Andrew Talley is also registered as an investment advisor representative in Texas. His previous experience includes a role at Pruco Securities Corporation in Newark, New Jersey. Shane Andrew Talley holds Series 6, 7, 63, and 66 licenses. He offers financial planning services, pension consulting, and selection of other advisors. Shane Andrew Talley also manages portfolios for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MN
01/11/2019 - Present
Edward Jones (INTERNATIONAL FALLS MN)
NJ
03/28/1994 - 04/05/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 06/25/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/18/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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