Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Russell is a financial advisor with Arizona Retirement Engineer, LLC in MESA, AZ. Shane has been in the financial services industry for over 15 years. Shane holds Series 63 and 65 licenses, as well as the Series 7 and SIE licenses. Shane specializes in financial planning, portfolio management, and retirement planning. He has experience working with individuals and families.
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.
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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AZ
10/19/2023 - Present
Arizona Retirement Engineer, LLC (MESA AZ)
AZ
05/22/2018 - 01/27/2022
VALIC FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
01/06/2016 - 06/06/2018
WELLS FARGO CLEARING SERVICES, LLC (SCOTTSDALE AZ)
AZ
07/02/2008 - 10/30/2014
METLIFE SECURITIES INC. (TEMPE AZ)
IA
Issued 06/20/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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