Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Leon Derifield is a financial advisor at Osaic Wealth, Inc. with over 20 years of experience in the industry. Shane began his career in 1998 and has since held positions at several firms, including Waddell & Reed, Inc., Transamerica Financial Advisors, Inc., and Signator Investors, Inc. Shane is registered in California, Colorado, Florida, and Nevada. Shane also owns and operates Derifield Financial Services, an insurance agency. Shane provides financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors.
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.
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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2
NV
11/02/2018 - Present
Osaic Wealth, Inc. (RENO NV)
NV
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (RENO NV)
NV
01/05/2007 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (RENO NV)
NV
01/12/1998 - 01/08/2007
WADDELL & REED, INC. (RENO NV)
BOTH
Issued 01/10/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/09/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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