Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Evan Miller is a financial advisor registered with LPL Enterprise, LLC. Shane is a Registered Representative and Investment Advisor Representative. Shane has been in the industry since January 7, 2024. Shane has passed the Series 7TO, SIE and Series 66 exams. Shane has a current registration in Pennsylvania and Alabama. Shane has previously worked at Pruco Securities LLC, Knoebels Amusement Resort, Bloomsburg University Bookstore, Maloney's Beer Distributor, Middle School Student/ Unemployed, Unemployed, Southern Columbia Highschool, Bloomsburg University, The Prudential Insurance Company of America and LPL ENTERPRISE, LLC. Shane works with individuals, corporations, and businesses. Shane provides financial planning, educational seminars, and other non-discretionary advisory services.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
11/14/2024 - Present
LPL Enterprise, LLC (WARRINGTON PA)
BOTH
Issued 03/19/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/15/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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