Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane McMahon is a financial professional with over 20 years of experience in the financial services industry. Shane is a Registered Representative of State Farm Investment Management Corp., where has been employed since 1998. Shane is also a Registered Investment Advisor in the state of Ohio. Shane holds the Series 6 license and the SIE designation. Shane is a Chartered Financial Consultant (ChFC). Shane provides financial planning and portfolio management services for individuals and investment companies. Shane's services include investment management, retirement planning, insurance planning, and estate planning.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
OH
08/09/2018 - Present
State Farm Investment Management Corp. (Washington C H OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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