Unclaimed
Shane Duhe is a financial advisor with MML Investors Services, LLC in LaPlace, Louisiana. Shane has been in the financial services industry since January 2006, and is licensed in multiple states, including Louisiana, Texas, Alabama, Florida, Georgia, Mississippi, North Carolina, and Tennessee. Shane holds several industry certifications including the Series 6, 7, 63, and 65 exams. Shane's areas of expertise include investment management, financial planning, and retirement planning. Shane provides financial services to a variety of clients including individuals, families, businesses, and retirement plans.
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.
Asset allocation programs
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.
Solicitors fees
1
2
LA
02/15/2022 - Present
MML Investors Services, LLC (LaPlace LA)
LA
01/24/2006 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (BATON ROUGE LA)
LA
01/24/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (METAIRIE LA)
IA
Issued 04/05/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2012
Series 7 - General Securities Representative Examination
BC
Issued 01/23/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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