Unclaimed
Shane Callahan is an investment advisor representative with Future Capital Management. Shane has been in the financial services industry since 2005 and holds the Series 65 and Series 66 licenses. Shane's experience includes working at AXA Advisors, LLC, TekSystems, United Health Care, Parsonex Advisory Services, Inc., and Sigma Planning Corporation. Shane is a Certified Financial Planner and specializes in financial planning, pension consulting, 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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
1
2
CO
05/31/2024 - Present
Future Capital Management (CASTLE ROCK CO)
CO
02/25/2005 - 07/08/2008
AXA ADVISORS, LLC (DENVER CO)
IA
Issued 01/24/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2005
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Shane Callahan is the right advisor for you? Invested Better is here to help.