Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Mitchell Robinson is a financial professional with over 30 years of experience in the financial services industry. Shane has a strong background in providing financial planning and investment management services to individuals, families, and businesses. Shane is currently registered with LPL Financial LLC and holds a variety of licenses and certifications. Shane has previously been registered with several other firms, including LifeMark Securities Corp., Foresters Equity Services, Inc., and W&S Brokerage Services, Inc.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
07/28/2020 - Present
LPL Financial LLC (JACKSON MI)
MI
11/14/2018 - 06/05/2019
LIFEMARK SECURITIES CORP. (Jackson MI)
CA
07/28/2015 - 11/08/2018
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
MI
09/16/2014 - 05/27/2015
W&S BROKERAGE SERVICES, INC. (GRAND RAPIDS MI)
MI
11/01/2006 - 06/06/2014
USA FINANCIAL SECURITIES CORPORATION (JACKSON MI)
MI
04/22/2005 - 11/02/2006
FARMERS FINANCIAL SOLUTIONS, LLC (MASON MI)
IA
11/11/2004 - 04/15/2005
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
MN
10/01/2001 - 11/26/2004
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
MI
08/10/1992 - 09/28/2001
CENTENNIAL FINANCIAL SERVICES, INC. (LANSING MI)
AL
03/26/1992 - 08/06/1992
PROTECTIVE EQUITY SERVICES, INC. (BIRMINGHAM AL)
CA
05/22/1991 - 03/04/1992
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MI
04/12/1988 - 05/07/1991
CENTENNIAL FINANCIAL SERVICES, INC. (LANSING MI)
NA
05/07/1987 - 04/07/1988
WADDELL & REED, INC.
BOTH
Issued 07/19/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/11/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1991
Series 7 - General Securities Representative Examination
BC
Issued 05/05/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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