Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Moran is a financial advisor with over 20 years of experience in the industry. Shane has a Series 7, Series 31 and Series 63 license as well as a Series 65 license. Shane is currently registered with Morgan Stanley and has been with the firm since 2019. Prior to that, Shane was with UBS Financial Services Inc. for 11 years. Shane is also a partner at Lance A White, LLC and Blue Horseshoe Partners, LLC. Shane specializes in providing investment advice and financial planning services to individuals, corporations and institutions.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OH
05/05/2020 - Present
Morgan Stanley (New Albany OH)
OH
09/19/2008 - 10/16/2019
UBS FINANCIAL SERVICES INC. (NEW ALBANY OH)
OH
04/02/2007 - 09/22/2008
MORGAN STANLEY & CO. INCORPORATED (COLUMBUS OH)
OH
03/31/2003 - 04/02/2007
MORGAN STANLEY DW INC. (COLUMBUS OH)
OH
12/07/1999 - 03/24/2003
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
IA
Issued 04/30/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 12/03/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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