Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Ross Abernathy is a registered investment advisor representative with Momentum Independent Network Inc. in DALLAS, TX. Shane has been in the financial services industry since 1994 and has a broad range of experience. Shane holds a Series 7, Series 63, and Series 65 license. Shane's previous employers include Ameriprise Financial Services, Inc., Investment Professionals, Inc., PaineWebber Incorporated, Stifel, Nicolaus & Company, Incorporated, Dickinson & Co., and Lew Lieberbaum & Co., Inc. Shane works with high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
12b-1 fees
1
2
TX
01/11/2019 - Present
Momentum Independent Network Inc. (DALLAS TX)
TX
06/22/2018 - 01/14/2019
AMERIPRISE FINANCIAL SERVICES, INC. (San Antonio TX)
TX
03/27/1997 - 09/24/2018
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
NJ
02/21/1995 - 03/19/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
02/14/1997 - 03/10/1997
INVESTMENT PROFESSIONALS, INC.
MO
07/20/1994 - 01/25/1995
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
IA
03/28/1994 - 09/01/1994
DICKINSON & CO. (DES MOINES IA)
NY
03/28/1994 - 08/11/1994
LEW LIEBERBAUM & CO., INC. (GARDEN CITY NY)
IA
Issued 03/31/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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