Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane McLaughlin is a financial advisor with Equity Services, Inc. in MONTPELIER, VT. Shane has been in the financial industry since 2008 and is registered with FINRA and the state of Vermont. Shane is also a Series 26 and Series 6 principal, and a Series 63 representative. Shane specializes in providing financial planning and portfolio management services to high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VT
09/10/2014 - Present
Equity Services, Inc. (MONTPELIER VT)
VT
12/08/2011 - 09/05/2014
SENTINEL FINANCIAL SERVICES COMPANY (MONTPELIER VT)
VT
08/10/2007 - 04/28/2011
SENTINEL FINANCIAL SERVICES COMPANY (MONTPELIER VT)
BC
Issued 01/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Shane McLaughlin is the right advisor for you? Invested Better is here to help.
