Unclaimed
Shane Owens Golightly is a financial advisor with Edward Jones. Shane has been in the financial industry since December 6, 1998, and has been with Edward Jones since June 23, 2016. Shane is registered with the state of Arizona and holds Series 7, 9, 10, 24, 63, and 66 licenses. Shane specializes in portfolio management for businesses and individuals, as well as financial planning and pension consulting.
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.
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.
See schedule d - miscellaneous
1
2
AZ
06/23/2016 - Present
Edward Jones (TEMPE AZ)
MO
12/04/1998 - 02/01/2001
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 06/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/20/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/11/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1998
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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