Unclaimed
Shane Quintin Bright is an active financial advisor who has been in the industry since July 7, 2023. Shane is registered with Ameriprise Financial Services, LLC in Pennsylvania and Texas. Shane has been with Ameriprise Financial Services, LLC since January 2022. Prior to that, Shane worked at East Carolina School of Business in Greenville, NC, Carolina Financial Services Group in Greenville, NC, Food Lion Produce Associate in Washington, NC, NC Department of Public Safety in Swan Quarter, NC, and Celluar Sales in Jacksonville, NC. Shane specializes in providing asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
Asset allocation services
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.
1
2
PA
12/06/2024 - Present
Ameriprise Financial Services, LLC (Pittsburgh PA)
BOTH
Issued 11/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/2023
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2023
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Shane Bright is the right advisor for you? Invested Better is here to help.