Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Browne is a financial advisor with Raymond James & Associates, Inc., with over 20 years of experience in the industry. Shane holds Series 6, 26, 63, and 99TO licenses, and is registered to provide investment advice in Florida. Shane's previous experience includes roles at T. Rowe Price Investment Services, Inc., John Hancock Funds, LLC, and Signator Investors, Inc. Shane specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and institutions. Shane focuses on providing comprehensive financial solutions tailored to individual needs and goals.
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.
Please see note in schedule d - miscellaneous
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
FL
08/22/2013 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
08/29/2011 - 11/08/2012
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
07/30/2010 - 10/15/2010
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
MA
11/22/2004 - 06/08/2010
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MA
01/09/1998 - 11/22/2004
SIGNATOR INVESTORS, INC. (BOSTON MA)
BC
Issued 04/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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