Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Boehm is a financial advisor with Raymond James Financial Services Advisors, Inc. Shane has been a financial advisor since 2002 and has worked with various companies, including CETERA INVESTMENT SERVICES LLC, U.S. BANCORP INVESTMENTS, INC., FINTEGRA, LLC and FORESTERS EQUITY SERVICES, INC. Shane is registered in 18 states and holds Series 6, 7, 63, and 66 securities licenses. Shane provides financial planning, portfolio management, and other advisory services to a variety of clients, including individuals, families, businesses, and retirement plans. Shane works with clients in both the Spokane, WA area and in surrounding states.
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
WA
11/15/2023 - Present
Raymond James Financial Services Advisors, Inc. (Spokane WA)
WA
07/21/2011 - 10/18/2023
CETERA INVESTMENT SERVICES LLC (SPOKANE VALLEY WA)
OR
03/22/2011 - 07/20/2011
U.S. BANCORP INVESTMENTS, INC. (BEND OR)
OR
02/27/2007 - 03/18/2011
FINTEGRA, LLC (COOS BAY OR)
OR
02/25/2003 - 02/20/2007
U.S. BANCORP INVESTMENTS, INC. (ATHENA OR)
CA
06/04/2002 - 02/14/2003
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
BOTH
Issued 03/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/03/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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