Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Davis is a financial advisor with Fidelity Personal AND Workplace Advisors. Shane has been in the financial services industry since 1992, and has held the Series 7, 6, 10, 9, and 63 licenses. Shane is registered with the Securities and Exchange Commission and the states of Massachusetts, Minnesota, Texas, Utah, and Wisconsin. Shane is also a registered Investment Advisor Representative in Minnesota and Texas. Shane's experience in the industry spans multiple firms, and he has a deep understanding of the financial markets. Shane is committed to helping his clients achieve their financial goals, and he provides a range of financial services including financial planning, portfolio management, and investment advice. Shane is a partner in the Davis Family Limited Partnership, a family limited partnership for oil and gas interests.
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.
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.
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
MN
09/11/2022 - Present
Fidelity Personal AND Workplace Advisors (EDINA MN)
NY
10/13/1992 - 09/21/1995
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
10/13/1992 - 09/21/1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 08/08/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/20/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1995
Series 7 - General Securities Representative Examination
BC
Issued 10/08/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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