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 Small is a registered representative with Cetera Investment Advisers LLC. Shane has been in the financial services industry since March 8, 2010. Shane is licensed in several states including Arizona, Delaware, Maryland, Missouri, Pennsylvania, Virginia, and West Virginia. Shane holds the Series 66, Series 7 and SIE licenses. Shane also has prior experience with CETERA INVESTMENT SERVICES LLC and VALLEY FORGE ASSET MANAGEMENT CORP. Shane is a board member of the Waynesboro Country Club. Shane provides financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management services for businesses and individuals.
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.
A percentage of the total value of assets under management is charged.
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2
MD
11/03/2016 - Present
Cetera Investment Advisers LLC (Hagerstown MD)
MD
08/14/2015 - 08/02/2016
CETERA INVESTMENT SERVICES LLC (Hagerstown MD)
PA
02/29/2008 - 11/04/2013
VALLEY FORGE ASSET MANAGEMENT CORP. (KING OF PRUSSIA PA)
BOTH
Issued 10/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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