Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Christian Murphy is a financial advisor who has been in the industry since 2020 and is currently registered with Commonwealth Financial Network. Shane is a registered representative and an investment advisor representative. Shane has passed the Series 7TO, Series 66 and SIE exams. Shane has been working with clients in various states including New York, California, Colorado, Connecticut, Delaware, Florida, Massachusetts, New Jersey, New Mexico, North Carolina, Ohio, Pennsylvania, South Carolina, Vermont, Virginia and West Virginia. Shane has specializations in Retirement Planning, College Savings, Estate Planning, Insurance, and Financial Planning.
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.
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2
NY
01/26/2022 - Present
Commonwealth Financial Network (East Syracuse NY)
NY
12/23/2019 - 04/07/2020
CADARET, GRANT & CO., INC. (SYRACUSE NY)
BOTH
Issued 10/05/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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