Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane T. Hackney is an investment advisor representative at Ameriprise Financial Services, LLC. He has been in the industry since 2000, and has a wide range of experience in financial services. He is registered to offer securities and advisory services in a number of states, including Texas, Arizona, California, Florida, Indiana, Michigan, Missouri, New Jersey, New Mexico, New York, North Carolina, Ohio, South Carolina, Tennessee, Virginia, and the District of Columbia. Shane is also a licensed investment advisor in Texas.
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.
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2
TX
06/12/2020 - Present
Ameriprise Financial Services, LLC (PLANO TX)
TX
01/19/2012 - 07/06/2020
UBS FINANCIAL SERVICES INC. (PLANO TX)
NM
06/01/2009 - 01/27/2012
MORGAN STANLEY SMITH BARNEY (ALBUQUERQUE NM)
NM
08/03/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SANTA FE NM)
NM
01/26/2004 - 08/08/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAS CRUCES NM)
NY
08/12/1991 - 07/10/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 02/06/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/12/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2008
Series 3 - National Commodity Futures Examination
BC
Issued 01/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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