Unclaimed
Shane Patrick Swan is a financial advisor with State Farm VP Management Corp. based in Lake Wales, Florida. Shane began their career in the financial services industry on May 2, 2001. They have been registered with the state of Florida since May 4, 2001, and are currently active in both the securities and insurance industries. Shane holds Series 6 and SIE licenses.
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.
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.
1
2
FL
05/03/2001 - Present
State Farm VP Management Corp. (Lake Wales FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Shane Swan is the right advisor for you? Invested Better is here to help.