Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Martin is an investment advisor representative with Empower Advisory Group, LLC. Shane is registered with the state of Pennsylvania. Shane has been in the financial services industry since 2019. Prior to joining Empower Advisory Group, LLC, Shane worked at Thrivent Investment Management Inc. and Transamerica Financial Advisors, Inc. Shane holds a Series 63 and Series 65 license. Shane is also registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Connecticut, Delaware, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Maine, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin and Wyoming.
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.
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
PA
02/21/2024 - Present
Empower Advisory Group, LLC (Coatesville PA)
PA
08/16/2023 - 01/30/2024
THRIVENT INVESTMENT MANAGEMENT INC. (Coatesville PA)
PA
01/27/2023 - 05/12/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (CAMP HILL PA)
PA
05/15/2019 - 11/22/2022
GROVE POINT INVESTMENTS, LLC (YORK PA)
IA
Issued 08/03/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/15/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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