Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Duggin is a financial advisor at Edward Jones. Shane has been in the industry since 2006 and holds several licenses and certifications, including Series 7, Series 9, Series 10, Series 24 and Series 63. He is registered in Missouri. Shane's areas of expertise include financial planning, pension consulting, and portfolio management for individuals and businesses. Shane has worked at Edward Jones since 2006, and his firm has approximately $10 billion to $50 billion in assets under 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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
09/29/2006 - Present
Edward Jones (ST. LOUIS MO)
BC
Issued 11/10/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/08/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/22/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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