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 Desherlia is a registered investment advisor representative with Moloney Securities Asset Management LLC. Shane has been in the financial industry since 2017 and holds Series 7, Series 63, and Series 65 licenses. Shane has experience providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for individuals and businesses. The individual has worked at First Bank and Moloney Securities Co., Inc. In addition to his professional career, Shane is also a volunteer coach for a local middle school and the President of a non-profit feeder program for high school athletics.
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.
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
MO
11/07/2019 - Present
Moloney Securities Asset Management LLC (MANCHESTER MO)
IA
Issued 11/06/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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