Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Morrow is a financial advisor with over 18 years of experience in the financial services industry. Shane is a Certified Financial Planner and holds a Series 7, Series 24, and Series 66 securities licenses. Shane is currently registered with Osaic Wealth, Inc. and Ironbridge Wealth Counsel, LLC. Shane has experience working with a variety of clients, including high-net-worth individuals, families, businesses, and retirement plans. Shane provides financial planning services, including retirement planning, investment management, and estate planning. Shane is passionate about helping clients achieve their financial 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.
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.
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
TX
09/01/2023 - Present
Osaic Wealth, Inc. (AUSTIN TX)
TX
05/06/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (AUSTIN TX)
TX
01/30/2016 - 05/06/2022
LINCOLN FINANCIAL ADVISORS CORPORATION (Austin TX)
NY
10/29/2013 - 11/03/2014
NYLIFE SECURITIES LLC (NEW YORK NY)
FL
05/08/2010 - 03/06/2013
MANAGED ACCOUNT SERVICES, LLC (BOCA RATON FL)
FL
03/27/2006 - 05/12/2010
JESUP & LAMONT SECURITIES CORP (BOCA RATON FL)
CT
08/18/2004 - 03/06/2006
ADVEST, INC. (HARTFORD CT)
BOTH
Issued 09/20/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/06/2005
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Shane Morrow is the right advisor for you? Invested Better is here to help.
