Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Knoll is an Investment Advisor Representative with Public Safety Financial/galloway, where has been working since August 2013. Shane has over 20 years of experience in the financial services industry and is registered to provide investment advice in Arizona, California, and Texas. Shane's background includes previous roles with PURSHE KAPLAN STERLING INVESTMENTS, CAMBRIDGE INVESTMENT RESEARCH, INC., J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., WM FINANCIAL SERVICES, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Shane holds the Series 66, Series 7, and SIE licenses and specializes in retirement planning, mutual funds, stocks, bonds, insurance, and annuities.
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.
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.
1
2
AZ
07/22/2021 - Present
Public Safety Financial/galloway (MESA AZ)
AZ
09/02/2014 - 10/10/2023
PURSHE KAPLAN STERLING INVESTMENTS (Mesa AZ)
AZ
09/20/2013 - 12/23/2013
CAMBRIDGE INVESTMENT RESEARCH, INC. (MESA AZ)
AZ
10/01/2012 - 07/23/2013
J.P. MORGAN SECURITIES LLC (GILBERT AZ)
AZ
07/11/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (GILBERT AZ)
CA
10/18/2004 - 06/15/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MN
09/25/2003 - 09/08/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/25/2003 - 09/08/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/07/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2003
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Shane Knoll is the right advisor for you? Invested Better is here to help.
