Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Robertson is a registered investment advisor representative at Ally Invest Advisors. Shane has been in the securities industry since 2014. Shane has passed both the Series 63 and the Series 66 exam. Shane is also registered in 52 states and the District of Columbia. Shane's firm Ally Invest Advisors specializes in providing financial planning and portfolio management for individuals and has approximately $1.13 billion in assets under management.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NC
06/30/2023 - Present
Ally Invest Advisors (CHARLOTTE NC)
FL
04/01/2014 - 03/02/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 06/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Shane Robertson is the right advisor for you? Invested Better is here to help.
