Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Pfeffer is a financial advisor with over 28 years of experience in the financial services industry. Shane is currently registered with Voya Financial Advisors, Inc. and has previously been registered with ING Financial Advisors, LLC, VERAVEST INVESTMENTS, INC. and VALIC FINANCIAL ADVISORS, INC. Shane holds Series 6, 7, 63, and 66 licenses as well as the SIE exam. Shane's specializations include providing financial advice to individuals, corporations and other businesses. Shane offers a variety of services to clients including financial planning, educational seminars and portfolio management.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
01/03/2011 - Present
Voya Financial Advisors, Inc. (SAN ANTONIO TX)
TX
12/15/2003 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (SAN ANTONIO TX)
MA
04/15/2003 - 11/21/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
TX
10/30/1997 - 04/10/2003
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
05/26/1994 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BOTH
Issued 03/04/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/19/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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