Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Tyler Montejano is a financial advisor with Schwab Wealth Advisory, Inc. Shane is licensed in California and has worked as a financial advisor since 2014. Shane has experience with financial planning, portfolio management for individuals, and portfolio management for businesses. Shane holds both Series 7 and Series 63 licenses and is a Certified Financial Planner.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
CA
03/20/2024 - Present
Schwab Wealth Advisory, Inc. (SAN FRANCISCO CA)
CA
10/12/2016 - 06/18/2020
BANCWEST INVESTMENT SERVICES, INC. (CLOVIS CA)
CA
06/21/2014 - 10/27/2016
SCOTTRADE, INC. (FRESNO CA)
IA
Issued 11/17/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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