Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane McCormick is a financial advisor registered with Private Advisor Group, LLC with over 25 years of experience in the industry. Shane is also a Certified Financial Planner (CFP®). Shane has held previous positions with SEI Investments Distribution Co., PBHG Fund Distributors, and Vanguard Marketing Corporation. Shane is registered in multiple states, including Pennsylvania, Florida, Michigan, New Jersey, North Carolina, South Carolina, Virginia, Texas, and Delaware. Shane's areas of specialization include financial planning, retirement planning, college planning, and estate planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
03/10/2022 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
PA
01/25/2000 - 09/09/2002
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
MA
07/28/1998 - 12/31/1998
PBHG FUND DISTRIBUTORS (BOSTON MA)
PA
03/19/1996 - 07/15/1998
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 11/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/09/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Shane McCormick is the right advisor for you? Invested Better is here to help.
