Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Wolden is a financial advisor with Park Avenue Securities LLC in Wayzata, MN. Shane has been in the industry since November 2018. Shane holds a Series 7TO, Series 63, and Series 65 licenses. Shane is also a Certified Financial Planner. Shane specializes in working with individuals, families, and small businesses.
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.
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.
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MN
01/23/2025 - Present
Park Avenue Securities LLC (WAYZATA MN)
BC
Issued 08/02/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/20/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/2024
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
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