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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Brosnan is an Investment Advisor Representative at West Wealth Group, LLC, based in Irvine, CA. Shane has been in the industry for over 20 years and has extensive experience in financial planning and portfolio management. His firm focuses on providing personalized financial advice to individuals, families, and businesses. They offer a variety of services, including financial planning, investment management, retirement planning, and insurance planning. Shane's primary focus is on providing customized financial solutions to meet the unique needs of each client.
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.
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.
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2
CA
10/26/2021 - Present
West Wealth Group, LLC (IRVINE CA)
CA
05/28/2015 - 07/17/2017
SECURITIES AMERICA, INC. (Irvine CA)
CA
01/04/2011 - 05/29/2015
CAPITAL SYNERGY PARTNERS (CORONA DEL MAR CA)
CA
03/14/2002 - 12/31/2010
FINANCIAL WEST GROUP (NEWPORT BEACH CA)
IN
06/11/1998 - 03/21/2002
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
MN
04/18/1996 - 06/29/1998
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
IA
Issued 02/07/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/17/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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