Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Fleury is a financial advisor with Equitable Advisors, LLC. Shane is a licensed agent with over 2 years of experience in the financial industry. Shane has a strong background in investments, offering a range of financial planning services for individuals and businesses. He is registered with the Securities Industry Essentials Examination (SIE) and the Investment Company Products/Variable Contracts Representative Examination (Series 6TO) as well as the Uniform Securities Agent State Law Examination (Series 63). Shane's commitment to providing personalized financial advice and helping clients achieve their financial goals is evident in his dedication to his profession.
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.
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.
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NY
03/05/2024 - Present
Equitable Advisors, LLC (SYRACUSE NY)
NC
01/20/2023 - 03/14/2024
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
BC
Issued 02/02/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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