Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Stelma is a financial advisor with Park Avenue Securities LLC. Shane has been in the financial services industry for over 10 years, and is registered to provide investment advice in 22 states. Shane has a strong background in financial planning and portfolio management, and has experience working with individuals, families, and businesses. Shane holds the Series 7TO, Series 66, and SIE licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
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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FL
09/08/2021 - Present
Park Avenue Securities LLC (FORT MYERS FL)
BOTH
Issued 08/02/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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