Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Atwood is a financial advisor with over 20 years of experience in the industry. Shane is currently registered with Morgan Stanley in Palm Harbor, Florida and has been with the firm since June 2009. Shane has a strong track record of success in providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Shane is committed to providing his clients with personalized financial advice that is tailored to their specific needs and goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
03/13/2012 - Present
Morgan Stanley (Palm Harbor FL)
FL
02/01/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CLEARWATER FL)
NY
10/20/1998 - 12/18/1998
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 11/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/19/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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