Unclaimed
Shane Kyle Stromei is a financial professional with over 20 years of experience in the industry. Currently, Shane is registered with Park Avenue Securities LLC in Huntsville, Alabama, and is also registered with the state of Georgia and New Jersey. Shane holds Series 6, 7, 24, 63, and 66 licenses, and has expertise in providing financial planning and portfolio management services. Shane is a highly experienced advisor with a long history of helping clients reach their financial goals.
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.
1
2
AL
09/18/2023 - Present
Park Avenue Securities LLC (Huntsville AL)
AL
04/01/2021 - 03/24/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (HUNTSVILLE AL)
AL
05/14/2001 - 03/17/2021
NYLIFE SECURITIES LLC (HUNTSVILLE AL)
BOTH
Issued 03/21/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/11/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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