Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Lee Clayton is a financial advisor who has been in the industry for over 15 years. Shane is registered with Fisher Investments in both Washington and Texas. Shane previously worked at J.P. Morgan Securities LLC. Shane has experience in various investment strategies and is committed to providing tailored financial advice to help clients achieve 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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WA
01/01/2012 - Present
Fisher Investments (CAMAS WA)
IL
10/01/2008 - 05/26/2011
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
04/11/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (CHICAGO IL)
IA
Issued 12/27/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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