Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Kinney is a financial advisor with EPI Financial Group LLC located in Troy, MI. Shane holds Series 7, 66 and SIE licenses and has been in the industry since March 17, 2024. Shane is registered with the state of Michigan as both a broker-dealer and an investment advisor. Shane offers financial planning, portfolio management for individuals and selection of other advisors. Shane has experience with Beyond the Score and EPI Protection 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial 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.
Referral fees
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2
MI
01/06/2025 - Present
EPI Financial Group (TROY MI)
BOTH
Issued 05/08/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/07/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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