Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Conroy Swift is a financial advisor registered with LPL Financial LLC, a broker-dealer and investment advisor headquartered in Fort Mill, South Carolina. Shane has been in the financial services industry since 1999, and has been registered with LPL Financial LLC since February 2008. Shane has a series 7, 24, 31 and 66 licenses. Shane specializes in providing a range of investment advisory services, including financial planning, portfolio management for individuals and businesses, and consulting. Shane has a branch office location in Moline, Illinois.
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.
1
2
IL
02/07/2008 - Present
LPL Financial LLC (MOLINE IL)
IA
07/13/1999 - 02/08/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DAVENPORT IA)
BOTH
Issued 08/12/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 07/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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