Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Visnick is a financial professional with experience in the industry since November 2021. Shane is currently registered with Northwestern Mutual Investment Services, LLC and is licensed in multiple states. Shane holds Series 7TO, SIE, 63, and 65 licenses. Before joining Northwestern Mutual Investment Services, LLC, Shane worked at DAVID LERNER ASSOCIATES, INC.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
FL
03/28/2023 - Present
Northwestern Mutual Investment Services, LLC (BOCA RATON FL)
FL
10/14/2021 - 02/28/2023
DAVID LERNER ASSOCIATES, INC. (BOCA RATON FL)
IA
Issued 03/18/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/24/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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