Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Winger Robbins is a financial advisor with LPL Financial LLC. Shane is registered with the state of Michigan and South Carolina. Shane has been in the industry for 11 years and has Series 6, 7, and SIE licenses. Previously, Shane has worked with Northwestern Mutual Investment Services, LLC and MML Investors Services, LLC. Shane offers a variety of financial services to clients, including portfolio management for individuals and businesses, financial planning, and pension consulting.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
04/06/2022 - Present
LPL Financial LLC (FORT MILL SC)
MI
07/12/2017 - 04/18/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GRAND RAPIDS MI)
MI
05/19/2017 - 06/20/2017
MML INVESTORS SERVICES, LLC (GRAND RAPIDS MI)
MI
04/28/2016 - 02/28/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (EAST LANSING MI)
BC
Issued 08/13/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2018
Series 7 - General Securities Representative Examination
BC
Issued 04/28/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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