Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Weisman is a financial advisor who has been in the industry since October 31, 2005. Shane is currently registered with Ameriprise Financial Services, LLC and has been with the firm since February 2011. Before joining Ameriprise Financial Services, LLC, Shane worked at SYMETRA INVESTMENT SERVICES, INC. and RAYMOND JAMES FINANCIAL SERVICES, INC.. Shane is licensed to provide financial advice in 34 states. Shane specializes in retirement planning, estate planning, and investment 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.
Asset allocation services
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.
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WA
02/09/2011 - Present
Ameriprise Financial Services, LLC (VANCOUVER WA)
WA
08/13/2009 - 01/31/2011
SYMETRA INVESTMENT SERVICES, INC. (VANCOUVER WA)
WA
11/01/2005 - 08/18/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (VANCOUVER WA)
IA
Issued 02/16/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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