Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Walsh is a financial professional with LPL Enterprise, LLC, a firm based in Fort Mill, South Carolina. Shane has a Series 7TO and SIE license from FINRA, and a Series 66 license from NASAA. Shane is registered with the state of Massachusetts. The firm's advisory services include consulting and other non-discretionary advisory services, financial planning, educational seminars, portfolio management for businesses, and portfolio management for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
A percentage of the total value of assets under management is charged.
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MA
11/14/2024 - Present
LPL Enterprise, LLC (MARLBOROUGH MA)
BOTH
Issued 05/20/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/02/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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