Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shaune? Claim Your ProfileShaune Miller is a registered representative with Charles Schwab & CO., Inc. in Omaha, NE. Shaune has been in the financial services industry since 2008. Prior to joining Charles Schwab, Shaune worked at TD Ameritrade, Inc. Shaune holds the Series 66, Series 7, and Series 24 licenses. Shaune is also registered as an Investment Advisor Representative in Nebraska. Shaune can help with financial planning and investment advice, including wrap fee programs.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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NE
12/05/2022 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
11/12/2008 - 12/22/2022
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 12/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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