Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Michael Carter is a registered representative with LPL Financial LLC, a leading financial services company headquartered in Fort Mill, South Carolina. Shane is committed to providing personalized financial advice to individuals, families, and businesses. Shane is dedicated to building long-term relationships with clients, and understands that financial planning is not just about investing, but also about helping clients achieve their personal and financial goals.
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.
Consulting and other non-discretionary advisory services
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.
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SC
01/11/2024 - Present
LPL Financial LLC (FORT MILL SC)
BOTH
Issued 01/05/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/23/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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