Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Payette is a financial advisor with over 20 years of experience in the industry. Shane is currently registered with Coldstream Wealth Management and holds licenses in several states, including Texas, Washington, California, Florida, Colorado, Idaho, Nevada, and Arizona. Shane also has a strong track record of success in financial planning, investment management, and insurance brokerage.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Project by project basis
1
2
WA
10/02/2023 - Present
Coldstream Wealth Management (Kirkland WA)
WA
07/27/2009 - 10/03/2023
NYLIFE SECURITIES LLC (KIRKLAND WA)
NY
12/21/2005 - 06/29/2009
SEIDMAN PRIVATE SECURITIES LLC (NEW YORK NY)
IN
04/12/2005 - 11/25/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
04/12/2005 - 11/25/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 09/26/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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