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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Morris is an Investment Advisor Representative at Dana Investment Advisors Inc. Shane has been working in the financial services industry since 1997, holding a variety of roles at different firms, including Primerica Financial Services and Parsonex Securities, Inc. Shane is a licensed investment advisor in Colorado. Shane holds the Series 6, 7, 26, 63 and 65 licenses as well as the SIE exam. Shane has experience managing portfolios for individuals, businesses, and investment companies.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CO
10/07/2022 - Present
Dana Investment Advisors Inc. (Colorado Springs CO)
GA
03/11/2019 - 12/17/2021
PFS INVESTMENTS INC. (DULUTH GA)
PA
08/18/2017 - 02/20/2019
MID ATLANTIC CAPITAL CORPORATION (PITTSBURGH PA)
CO
04/29/2016 - 07/27/2017
PARSONEX SECURITIES, INC. (Englewood CO)
CO
12/23/1997 - 05/08/2014
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
IA
Issued 03/20/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/09/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/22/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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