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 Swanson is a financial professional with over 28 years of experience in the financial services industry. Shane is a Certified Financial Planner and Chartered Financial Consultant. Shane is currently registered with Mutual of Omaha Investor Services, Inc. and has been with the firm since April 2018. Shane's previous experience includes working with NYLIFE SECURITIES LLC and Eagle Strategies LLC. Mutual of Omaha Investor Services, Inc. is a registered investment advisor and provides financial planning and portfolio management services for individuals and businesses. Shane is also a licensed insurance agent and offers life, annuity, disability, and long-term care insurance. Shane's experience, knowledge, and commitment to providing personalized financial guidance to clients make Shane a valuable resource for those looking to achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Promoter fees and third party money manager fees
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2
IL
09/18/2024 - Present
Mutual OF Omaha Investor Services, Inc. (OAKBROOK TERRACE IL)
IL
03/30/1994 - 01/02/2018
NYLIFE SECURITIES LLC (DEERFIELD IL)
BC
Issued 03/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/29/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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