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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Michael Coley is a financial advisor currently working for Macquarie Investment Management Business Trust. Shane has been in the financial industry since 2007 and holds several licenses and certifications, including the Series 7, Series 24, Series 4, and Series 53 exams. Shane is also a Certified Financial Planner. Shane has experience working with a variety of clients, including individuals, businesses, investment companies, and pooled investment vehicles. Shane is a dedicated and experienced advisor who is committed to helping his clients achieve their 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.
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.
Strategic management for diversified investment portfolios.
Structured product/securitization advice/transition management
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
10/08/2021 - Present
MacQuarie Investment Management Business Trust (PHILADELPHIA PA)
FL
09/03/2013 - 07/24/2015
EAGLE FUND DISTRIBUTORS, INC. (ST. PETERSBURG FL)
FL
08/05/2009 - 09/04/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
05/28/2008 - 07/22/2009
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
OH
08/28/2007 - 05/16/2008
PROEQUITIES, INC. (CINCINNATI OH)
MO
02/23/2007 - 04/23/2007
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 09/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/03/2011
Series 4 - Registered Options Principal Examination
BC
Issued 02/21/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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