Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Reniker is a financial advisor at Ameriprise Financial Services, LLC. Shane has been in the financial services industry since 2004. Shane holds Series 6, 7, 9, 10, 63, and 66 securities licenses and is a Certified Financial Planner. Shane has experience in portfolio management for individuals and businesses, financial planning, asset allocation, and pension consulting.
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.
Asset allocation services
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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MN
09/01/2022 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
CA
07/13/2018 - 08/15/2022
FIDELITY BROKERAGE SERVICES LLC (MISSION VIEJO CA)
TX
05/09/2017 - 05/09/2018
LINCOLN FINANCIAL ADVISORS CORPORATION (HOUSTON TX)
CA
06/29/2015 - 04/06/2017
UNIONBANC INVESTMENT SERVICES, LLC (SAN FRANCISCO CA)
CA
08/05/2014 - 05/29/2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PALO ALTO CA)
CO
01/11/2012 - 07/01/2014
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
CA
10/24/2008 - 06/01/2009
NRP FINANCIAL, INC. (IRVINE CA)
CA
04/25/2005 - 10/27/2008
FIDELITY BROKERAGE SERVICES LLC (MISSION VIEJO CA)
NY
08/24/2001 - 03/23/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 11/21/2011
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/19/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/08/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/09/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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