Unclaimed
Shane Charlesworth is a financial professional with over 20 years of experience in the financial industry. Shane has a strong background in investment products, specializing in variable contracts and investment company products. Shane is currently registered with Allstate Financial Services, LLC and holds licenses for Series 6 and Series 63 exams, as well as the SIE exam. Shane is registered in the state of Utah. Prior to joining Allstate Financial Services, LLC, Shane was registered with Liberty Life Securities LLC.
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.
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.
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2
UT
01/03/2003 - Present
Allstate Financial Services, LLC (CLINTON UT)
NH
06/26/2000 - 12/21/2002
LIBERTY LIFE SECURITIES LLC (DOVER NH)
BC
Issued 08/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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