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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Garret Yonston is a financial advisor with Impact Investors. Shane has been in the financial services industry for over 14 years. Shane has experience working with a variety of clients including individuals, families, businesses and charitable organizations. Shane has a strong commitment to providing personalized financial advice and helping his clients achieve their financial goals. Shane holds the Series 7 and Series 66 licenses and the Certified Financial Planner designation. Shane's past experience includes roles at Cambridge Investment Research, Inc., Protected Investors of America, CETERA ADVISORS LLC, and PACIFIC WEST SECURITIES, INC.
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.
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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CA
10/19/2018 - Present
Impact Investors (SAN FRANCISCO CA)
CA
06/27/2016 - 06/26/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (San Diego CA)
CA
11/06/2014 - 07/22/2016
PROTECTED INVESTORS OF AMERICA (BERKELEY CA)
CA
02/28/2012 - 11/07/2014
CETERA ADVISORS LLC (LA MESA CA)
CA
01/02/2009 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (LA MESA CA)
CA
07/18/2005 - 12/31/2008
CAMBRIDGE INVESTMENT RESEARCH, INC. (LA MESA CA)
CA
08/10/2004 - 07/20/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
BOTH
Issued 10/09/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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