Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Curry is a registered representative with Charles Schwab & Co., Inc. in Amherst, NY. Shane has been in the industry since January 2019. Shane holds the Series 7, Series 66, and SIE securities licenses. In addition to their work with Charles Schwab, Shane has experience with Main Street Cafe Mendon, LLC, Keys Energy of New York, LLC, Finger Lakes Service Group, Inc, and SUNY College at Brockport.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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NY
09/15/2023 - Present
Charles Schwab & CO., Inc. (Amherst NY)
BOTH
Issued 04/15/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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