Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Cartez Allen is a registered representative with Cambridge Investment Research Advisors, Inc., holding licenses in Texas. Shane has been in the financial services industry since April 2016 and has prior experience with Ameritas Investment Corp. and CCF Investments, Inc. Shane is experienced in financial planning, portfolio management, and working with individuals, high-net-worth individuals, and pension and profit-sharing plans.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
07/17/2017 - Present
Cambridge Investment Research Advisors, Inc. (Cedar Park TX)
TX
06/21/2017 - 07/28/2017
AMERITAS INVESTMENT CORP. (Round Rock TX)
TX
04/15/2016 - 06/21/2017
CCF INVESTMENTS, INC. (Round Rock TX)
IA
Issued 03/15/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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