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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Thomas Snell is a financial advisor with over 17 years of experience in the financial services industry. Shane is currently registered with Morgan Stanley and has previously been registered with CITIGROUP GLOBAL MARKETS INC., AMERIPRISE FINANCIAL SERVICES, INC., IDS LIFE INSURANCE COMPANY, WM FINANCIAL SERVICES, INC., and AMERICAN EXPRESS FINANCIAL ADVISORS INC. Shane is a Series 3, 7 and 66 licensed professional. Shane has a strong track record of success in providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Shane is committed to helping clients achieve their financial goals and providing them with the highest level of service.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
WA
06/01/2009 - Present
Morgan Stanley (Yakima WA)
WA
08/01/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (YAKIMA WA)
CA
08/03/2005 - 07/03/2006
AMERIPRISE FINANCIAL SERVICES, INC. (TEMECULA CA)
MN
08/03/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CA
03/22/2001 - 08/23/2001
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MN
06/26/2000 - 02/07/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/26/2000 - 02/07/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/17/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2006
Series 3 - National Commodity Futures Examination
BC
Issued 08/02/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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