Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Galino is a financial advisor with The Retirement Guys Formula and Retire Pittsburgh Management LLC. Shane has been in the financial industry for over 20 years and holds multiple licenses and certifications. Shane focuses on financial planning, portfolio management for individuals, and the selection of other advisors. Shane works with a range of clients, including high-net-worth individuals and individuals other than high-net-worth individuals. Shane has a history of working with several large financial firms and is focused on providing personalized financial advice to clients.
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.
Helps you choose top advisors aligned with your financial 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Share in the fee paid to third party advisers
1
2
OH
06/20/2019 - Present
THE Retirement Guys Formula (MAUMEE OH)
PA
08/04/2016 - 05/18/2018
PEAK BROKERAGE SERVICES, LLC (PITTSBURGH PA)
PA
11/19/2015 - 08/04/2016
HAZARD & SIEGEL, INC. (PITTSBURGH PA)
PA
06/16/2014 - 11/23/2015
LPL FINANCIAL LLC (PITTSBURGH PA)
PA
01/14/2013 - 06/03/2014
PNC INVESTMENTS (PITTSBURGH PA)
PA
01/31/2012 - 11/07/2012
NATIONWIDE SECURITIES, LLC (WEXFORD PA)
VA
11/30/2010 - 01/05/2012
PNC INVESTMENTS (MARSHALL VA)
PA
05/28/2010 - 11/09/2010
ESSEX NATIONAL SECURITIES, INC. (WEXFORD PA)
PA
09/08/2008 - 06/02/2010
UVEST FINANCIAL SERVICES GROUP, INC. (WEXFORD PA)
PA
01/13/2006 - 08/05/2008
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PITTSBURGH PA)
MN
06/07/2000 - 10/18/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
06/07/2000 - 10/18/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/23/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/18/2010
Series 24 - General Securities Principal Examination
BC
Issued 05/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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