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 Feist is a financial advisor registered with Ameriprise Financial Services, LLC. Shane is located in Palm Springs, CA and has been in the industry since 2021. Shane holds both a Series 66 and Series 7TO registration, in addition to a SIE. Ameriprise Financial Services, LLC is a large, well-established firm with offices across the US and manages over $479 Billion in assets. Shane specializes in providing financial planning, pension consulting, educational seminars and portfolio management for both individuals and businesses.
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 services
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.
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CA
06/30/2023 - Present
Ameriprise Financial Services, LLC (Palm Springs CA)
BOTH
Issued 05/13/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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