Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Jefferson is a financial professional with over 19 years of experience in the securities industry. Shane is currently registered with Fidelity Brokerage Services LLC and has a broad range of experience in the financial services industry, having previously worked with Vanguard Marketing Corporation and New England Securities. Shane is a licensed securities professional holding a Series 7, Series 6, and Series 63 licenses. Shane has extensive experience and is licensed in all 50 states, as well as the District of Columbia, Puerto Rico and the Virgin Islands.
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.
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.
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MA
05/21/2024 - Present
Fidelity Brokerage Services LLC (BOSTON MA)
AZ
04/13/2010 - 05/16/2024
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
PA
08/17/2004 - 09/17/2008
VANGUARD MARKETING CORPORATION (MALVERN PA)
NY
11/21/2003 - 08/06/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 10/21/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/20/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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