Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Patrick Skelly is a registered representative with Cetera Investment Advisers LLC, and is active in the state of Minnesota. Shane has been in the industry since February 2008 and holds Series 7, Series 63 and Series 65 licenses. Shane is also a registered representative with LaSalle St Securities, L.L.C. Prior to joining Cetera Investment Advisers LLC, Shane worked at Cetera Investment Services LLC and First National Bank of Coleraine. Shane has experience in financial planning, portfolio management, and pension consulting. Shane offers services to individuals, businesses, and charitable organizations.
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.
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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MN
05/20/2015 - Present
Cetera Investment Advisers LLC (COLERAINE MN)
MN
02/01/2008 - 12/04/2014
LASALLE ST SECURITIES, L.L.C. (COLERAINE MN)
IA
Issued 5/19/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/31/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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