Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Jones is an investment advisor representative who is registered with Florida Financial Advisors, LLC in Miami Lakes, Florida. Shane has been in the industry since 2022 and has held various roles at different firms, including Intuit Inc., Bardown Hockey Shop LLC, Matrix Trust Company, Reno Ice, Fast Foodies LLC, University of Nevada, Reno and Trinity Wealth Securities, LLC. Shane holds a Series 65 license and a SIE certificate. Florida Financial Advisors, LLC is a registered investment advisor firm based in Tampa, Florida. They have approximately 1371 accounts under management with approximately 199,000,000 in assets under management. They provide financial planning, pension consulting, selection of other advisors, portfolio management for individuals and portfolio management for businesses.
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.
2% of net worth or assets for financial planning clients
1
2
FL
08/12/2024 - Present
Florida Financial Advisors, LLC (Miami Lakes FL)
IA
Issued 06/29/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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