Unclaimed
Shane Denton is a financial advisor registered with LPL Financial LLC. Shane is licensed to provide financial advice in 21 states. Shane has been in the financial industry since 2021 and has previous experience with Waddell & Reed. Shane has passed both the Series 7 and Series 66 exams.
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.
1
2
NE
07/21/2021 - Present
LPL Financial LLC (LINCOLN NE)
NE
03/08/2021 - 07/21/2021
WADDELL & REED (LINCOLN NE)
BOTH
Issued 04/01/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/20/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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