Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Veitenheimer is a financial advisor with Equilus Group Inc. He provides financial planning and portfolio management for individuals. Shane is registered with the state of Washington as an Investment Advisor Representative. Prior to working at Equilus Group, Shane was a financial advisor at Northwestern Mutual Investment Services, LLC and Merrill Lynch. Shane has been in the financial services industry for over 10 years.
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.
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.
A percentage of the total value of assets under management is charged.
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WA
09/05/2024 - Present
Equilus Group Inc. (WENATCHEE WA)
WA
05/04/2022 - 06/10/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Spokane Valley WA)
WA
09/09/2021 - 04/25/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPOKANE WA)
WA
04/08/2021 - 07/01/2021
PRUCO SECURITIES, LLC. (BELLEVUE WA)
WA
12/06/2016 - 11/05/2020
WELLS FARGO CLEARING SERVICES, LLC (SPOKANE WA)
WA
08/15/2014 - 10/14/2016
J.P. MORGAN SECURITIES LLC (SPOKANE WA)
WA
02/15/2011 - 08/06/2014
COUNTRY CAPITAL MANAGEMENT COMPANY (SPOKANE VALLEY WA)
BOTH
Issued 01/05/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2016
Series 7 - General Securities Representative Examination
BC
Issued 02/14/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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