Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Toner is a financial advisor with over 10 years of experience in the financial services industry. Shane currently works at UMB Financial Services, Inc. Shane has held previous positions at CommunityAmerica Financial Solutions, LLC and Waddell & Reed. Shane is registered with FINRA and holds the Series 6, 7, 24, 26, 52, 53, and 63 licenses as well as the Series 65 license. Shane's expertise lies in financial planning, investment management, and portfolio management for individuals and businesses. Shane's experience includes working with individuals, high net worth individuals, and corporations. UMB Financial Services, Inc. is a financial services firm with over 1,300 clients and $730,778 in assets under management. UMB Financial Services, Inc. provides a variety of financial services, including financial planning, investment management, and portfolio management.
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.
A percentage of the total value of assets under management is charged.
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2
MO
12/14/2021 - Present
UMB Financial Services, Inc. (KANSAS CITY MO)
KS
10/31/2018 - 03/04/2021
COMMUNITYAMERICA FINANCIAL SOLUTIONS, LLC (LENEXA KS)
KS
04/01/2014 - 10/12/2018
WADDELL & REED (OVERLAND PARK KS)
KS
10/12/2010 - 07/19/2013
FIRST INVESTORS CORPORATION (LENEXA KS)
IA
Issued 01/15/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/26/2015
Series 24 - General Securities Principal Examination
BC
Issued 04/28/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2017
Series 52 - Municipal Securities Representative Examination
BC
Issued 01/22/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/24/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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