Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Merritt is a financial advisor with Wells Fargo Advisors Financial Network, LLC in PORTSMOUTH, NH. Shane has over 20 years of experience in the financial services industry. Shane's previous experience includes working for Raymond James Financial Services, Inc. and Wachovia Securities, LLC. Shane is registered to provide securities advice and investment advisory services in Alabama, California, Connecticut, Florida, Illinois, Indiana, Maine, Maryland, Massachusetts, Missouri, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, Tennessee, Texas, and Virginia. Shane holds licenses in Series 63, 65, 7, 24, and SIE. Shane specializes in advising individuals, families, and businesses.
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.
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.
Investment consulting services to institutional clients
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
NH
01/08/2024 - Present
Wells Fargo Advisors Financial Network, LLC (PORTSMOUTH NH)
NH
05/18/2004 - 01/09/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (NEWMARKET NH)
MO
07/01/2003 - 05/21/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
01/27/1999 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 02/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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