Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Anthony Serrano is an investment advisor representative who is currently registered with Raymond James Financial Services Advisors, Inc. Shane Serrano has been in the financial services industry since February 12, 2017. The advisor has been associated with Raymond James Financial Services Advisors, Inc. since March 2017. Shane Serrano is a licensed investment advisor representative in the following states: Arizona, California, Colorado, Georgia, Idaho, Illinois, Massachusetts, Montana, Nevada, New York, Oregon, Pennsylvania, Texas, and Washington. The advisor holds the Series 66, Series 7 and SIE licenses. Shane Serrano works out of the Eagle, ID branch office of Raymond James Financial Services Advisors, Inc. Shane Serrano offers advisory services which include financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. The advisor's other business activities include working at Addison Avenue Investment Services and First Tech Federal Credit Union. Shane Serrano's firm, Raymond James Financial Services Advisors, Inc. has a total of 1,030,208 client accounts with $344,868,106,925 in assets under management.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
ID
06/01/2020 - Present
Raymond James Financial Services Advisors, Inc. (Eagle ID)
BOTH
Issued 03/15/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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