Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Edward Cloninger is an investment advisor representative, with over 25 years of experience in the financial services industry. Shane is registered with LPL Financial LLC in Bellevue, WA, and Las Vegas, NV. Shane has held prior roles with CADARET, GRANT & CO., INC., SIGNATOR INVESTORS, INC., AMERICAN SKANDIA MARKETING, INC., RBC CENTURA SECURITIES, INC., MFS/SUN LIFE FINANCIAL DISTRIBUTORS, INC., KMS FINANCIAL SERVICES, INC., EVERGREEN INVESTMENT SERVICES, INC., SUNAMERICA CAPITAL SERVICES, INC., FORTIS INVESTORS, INC. and AMERICAN SKANDIA MARKETING, INC. Shane provides financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars and selection of other advisors.
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.
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WA
03/06/2023 - Present
LPL Financial LLC (BELLEVUE WA)
WA
12/03/2007 - 03/08/2023
CADARET, GRANT & CO., INC. (BELLEVUE WA)
WA
01/15/2007 - 12/03/2007
SIGNATOR INVESTORS, INC. (BURLINGTON WA)
CT
01/26/2005 - 08/16/2005
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
NC
11/26/2003 - 01/12/2005
RBC CENTURA SECURITIES, INC. (KANNAPOLIS NC)
MA
06/26/2001 - 09/30/2003
MFS/SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
WA
08/02/2000 - 06/05/2001
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
NC
11/02/1999 - 04/07/2000
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NJ
09/03/1997 - 11/01/1999
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
MN
08/29/1996 - 11/05/1996
FORTIS INVESTORS, INC. (OAKDALE MN)
CT
03/13/1995 - 04/10/1996
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
BOTH
Issued 06/24/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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