Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane B. Swearingen is an investment advisor representative registered with Truvestments Capital LLC. Shane has been in the industry since 2012 and has worked for Truvestments Capital LLC since 2018. Shane is registered in Ohio and has passed the Series 6 and Series 65 exams. Shane specializes in providing financial planning, portfolio management for individuals and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
10/12/2018 - Present
Truvestments Capital LLC (SARASOTA FL)
OH
10/19/2012 - 09/05/2014
ONEAMERICA SECURITIES, INC. (DUBLIN OH)
IA
Issued 08/02/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Shane Swearingen is the right advisor for you? Invested Better is here to help.
