Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shauna? Claim Your ProfileShauna Keane is a financial advisor with LPL Financial LLC in Fort Mill, South Carolina. Shauna has over 15 years of experience in the financial industry. She is a registered representative and investment advisor representative in South Carolina and North Carolina. She holds the Series 7, 24, and 66 licenses, as well as the SIE. Shauna has worked with a variety of clients, including individuals, families, businesses, and institutions. She provides financial planning, investment management, and retirement planning services.
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.
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2
SC
10/31/2017 - Present
LPL Financial LLC (FORT MILL SC)
NC
03/24/2016 - 11/11/2016
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
NC
04/22/2014 - 06/30/2016
METLIFE SECURITIES, INC (CHARLOTTE NC)
NC
04/22/2014 - 01/02/2015
NEW ENGLAND SECURITIES (CHARLOTTE NC)
NC
10/04/2012 - 04/02/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHARLOTTE NC)
NC
10/03/2011 - 04/11/2012
LPL FINANCIAL LLC (CHARLOTTE NC)
NC
03/22/2010 - 04/21/2011
LPL FINANCIAL LLC (CHARLOTTE NC)
VA
08/30/2006 - 03/11/2010
SCOTT & STRINGFELLOW, LLC (BLACKSBURG VA)
BOTH
Issued 12/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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