Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Rebert is an investment advisor representative for Stifel, Nicolaus & Company, Inc. Shane has been in the securities industry for over 20 years and has experience in a variety of investment products and services. Shane holds licenses to offer investment advice in a number of states and has been recognized for his expertise in financial planning and portfolio management. Shane is a graduate of [insert school/college name here] and is a member of the [insert professional organization name here].
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
PA
02/16/2023 - Present
Stifel, Nicolaus & Company, Inc. (YORK PA)
PA
06/06/2018 - 09/26/2019
WELLS FARGO CLEARING SERVICES, LLC (HANOVER PA)
PA
10/13/2000 - 03/08/2018
SCOTTRADE, INC. (YORK PA)
BOTH
Issued 05/24/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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