Unclaimed
Shane Dooley is an investment advisor representative at Transamerica Retirement Advisors, LLC. Shane has been in the financial services industry since March 2008. Prior to joining Transamerica Retirement Advisors, LLC, Shane worked at LPL Financial LLC and Edward Jones. Shane is licensed to sell securities in all 50 states and the District of Columbia. Shane's specializations include retirement planning, college savings, and estate planning.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
LA
02/06/2024 - Present
Transamerica Retirement Advisors, LLC (Simsboro LA)
LA
02/28/2014 - 02/02/2024
LPL FINANCIAL LLC (RUSTON LA)
LA
02/25/2008 - 02/04/2014
EDWARD JONES (JONESBORO LA)
BOTH
Issued 03/06/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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