Unclaimed
Shane Minks is a registered representative with MML Investors Services, LLC, and is licensed to provide investment advice in Texas and California. Shane has been in the financial services industry since August 2022. Shane has completed the Series 66, Series 7TO, and SIE exams. Shane currently offers investment advice to a variety of client types, including individuals, businesses, trusts, and pension plans. Shane is also a VP of Membership for NAIFA Houston.
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 programs
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.
Solicitors fees
1
2
TX
01/09/2023 - Present
MML Investors Services, LLC (HOUSTON TX)
BOTH
Issued 11/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Shane Minks is the right advisor for you? Invested Better is here to help.