Unclaimed
Shane Thomas Boyle is a financial advisor with over 15 years of experience in the industry. Shane is currently registered with Pimco Investments LLC and has been with the firm since February 2011. Previously, Shane worked for AXA Distributors, LLC and Assent LLC. Shane holds the Series 7, Series 63, and Series 66 securities licenses and the SIE exam. Shane is registered in 11 states, including Texas, California, New York, and others.
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
TX
02/17/2011 - Present
Pimco Investments LLC (Austin TX)
NY
12/04/2007 - 02/01/2011
AXA DISTRIBUTORS, LLC (NEW YORK NY)
NJ
01/04/2007 - 12/10/2007
ASSENT LLC (TEANECK NJ)
BOTH
Issued 03/17/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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