Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Matthew Langenbrunner is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc., with over 20 years of experience in the financial services industry. Shane has been registered with the firm since June 2000. Langenbrunner holds Series 7, 66, and SIE licenses and has registrations in several states including Minnesota, Texas, and California. Langenbrunner specializes in portfolio management for individuals and businesses, providing services such as performance measurement reports, allocation modeling, investment policy statements, research reports and services. Langenbrunner is a knowledgeable advisor with a strong track record.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
04/12/2001 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ROCHESTER MN)
BOTH
Issued 10/13/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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