Unclaimed
Shane Christon Parouse is a financial advisor with over 17 years of experience in the industry. He is currently registered with LPL Financial LLC in Sea Cliff, NY. Shane previously held positions at MML Investors Services, LLC, Park Avenue Securities LLC, and H. Beck, Inc. He is licensed to provide financial advice in New York, New Jersey, and California. Shane holds the Series 63, Series 7 and SIE licenses. He has earned the designation of Chartered Financial Consultant.
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.
Consulting and other non-discretionary advisory 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.
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
06/02/2021 - Present
LPL Financial LLC (SEA CLIFF NY)
NY
03/12/2008 - 06/02/2021
MML INVESTORS SERVICES, LLC (SYOSSET NY)
NY
11/23/2005 - 02/20/2008
PARK AVENUE SECURITIES LLC (JERICHO NY)
MD
05/20/2004 - 11/08/2004
H. BECK, INC. (ROCKVILLE MD)
NY
04/28/2003 - 11/07/2003
PARK AVENUE SECURITIES LLC (NEW YORK NY)
BC
Issued 04/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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