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Shane Patrick che Lapsys

Flourish Financial LLC

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About Shane Patrick che Lapsys

Shane Lapsys is a financial professional with Flourish Financial LLC. Shane has been in the industry since November 2019. Shane has passed the Securities Industry Essentials Examination (SIE) and the Operations Professional Examination (Series 99TO). Shane is registered with FINRA.

Firm Information

Shane Lapsys is currently registered with Flourish Financial LLC. Flourish Financial LLC is a Limited Liability Company formed on November 3, 2017. They are registered to provide services in all 50 states, as well as the District of Columbia, Puerto Rico and the Virgin Islands. They have also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Shane Lapsys’s Registration & Firm History

NY

11/10/2019 - Present

Flourish Financial LLC (New York NY)

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Licenses & Designations

BC

Issued 11/09/2019

Series 99TO - Operations Professional Examination

BC

Issued 08/14/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shane Patrick che Lapsys.
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