Unclaimed
Shane Rapsey is a financial advisor at MML Investors Services, LLC with over 10 years of experience in the industry. Shane is licensed in 15 states and offers a variety of financial services, including financial planning, asset allocation programs, and portfolio management for individuals and businesses. Shane has also held roles at Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company.
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 programs
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.
Solicitors fees
1
2
PA
01/31/2024 - Present
MML Investors Services, LLC (MECHANICSBURG PA)
PA
08/14/2021 - 09/27/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Mechanicsburg PA)
IA
Issued 01/22/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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