Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Maer is an Investment Advisor Representative with Kestra Advisory Services, LLC. Shane has been in the financial services industry since April 2004. Shane holds the Series 6, 7 and 63 licenses and the SIE exam. Shane has been registered with Kestra Advisory Services, LLC since October 2007. In addition to being registered with Kestra Advisory Services, LLC, Shane is also registered with Kestra Investment Services, LLC. Shane is registered in Arizona, California, Connecticut, Delaware, District of Columbia, Florida, Illinois, Louisiana, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, and Washington.
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.
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.
1
2
NY
10/13/2023 - Present
Kestra Advisory Services, LLC (Kings Park NY)
NY
04/05/2004 - 10/09/2007
1717 CAPITAL MANAGEMENT COMPANY (KINGS PARK NY)
BC
Issued 06/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/03/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Shane Maer is the right advisor for you? Invested Better is here to help.
