Unclaimed
Shane Crayton is a registered representative of Fidelity Personal And Workplace Advisors. Shane is a registered Investment Advisor Representative in New Hampshire and Texas. Shane has been in the financial industry since July 2024. Shane has passed the Uniform Combined State Law Examination and is licensed to offer financial planning, educational seminars, and portfolio management services. Shane has worked at Fidelity Investments, Cleartech Group, GeBBS Healthcare, Fitness Concepts/Crossfit 696/ Movement Connections, New England Wire Products, Enterprise Rent-A-Car of Boston, LLC, Gap Inc., Leominster High School, Western New England University and Nichols College.
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.
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.
A percentage of the total value of assets under management is charged.
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MA
11/18/2024 - Present
Fidelity Personal AND Workplace Advisors (WESTFORD MA)
Active
Inactive
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