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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Mulron is a financial advisor with Wealthpenn.comllc. Shane has been in the industry since 1996 and is registered to offer investment advisory services in Illinois and Nevada. Shane is a registered representative with FINRA and is licensed to sell securities in Illinois and Nevada. Shane has a strong background in financial planning and portfolio management. Shane has worked for a number of well-known financial institutions, including E*TRADE Securities LLC, Optionshouse, Motif Investing, Inc., and Morgan Stanley. Shane is passionate about helping clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
08/02/2022 - Present
Wealthpenn.comllc (Chicago IL)
IL
09/13/2023 - 06/03/2024
E*TRADE SECURITIES LLC (Chicago IL)
IL
04/11/2017 - 09/05/2023
E*TRADE SECURITIES LLC (CHICAGO IL)
IL
02/10/2015 - 08/07/2017
OPTIONSHOUSE (CHICAGO IL)
CA
06/18/2014 - 11/10/2014
MOTIF INVESTING, INC. (SAN MATEO CA)
CA
08/07/2002 - 04/09/2014
E*TRADE CLEARING LLC (RANCHO CORDOVA CA)
CA
04/02/1996 - 04/09/2014
E*TRADE SECURITIES LLC (ROSEVILLE CA)
MA
11/30/2005 - 11/30/2006
BROWNCO, LLC (BOSTON MA)
NJ
10/31/2005 - 10/10/2006
HARRISDIRECT LLC (JERSEY CITY NJ)
MA
11/30/2005 - 05/08/2006
BROWNCO, LLC (BOSTON MA)
NA
02/03/1997 - 09/02/1998
E*TRADE CAPITAL INC.
BOTH
Issued 12/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/8/2017
Series 24 - General Securities Principal Examination
BC
Issued 3/28/1996
Series 27 - Financial and Operations Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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