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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shayne? Claim Your ProfileShayne Corriea-fernandez is a financial advisor with Osaic FA, Inc. Shayne has been in the financial industry since September 4, 2017, and is currently registered with the state of California and Nevada. Previously, Shayne was registered with Northwestern Mutual Investment Services, LLC in Sacramento, CA. Shayne holds a Series 6 license, a Series 63 license, and the SIE exam. Shayne specializes in retirement planning, financial planning, and portfolio management.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement plan consulting services provided on a limited basis.
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
CA
11/10/2021 - Present
Osaic FA, Inc. (Sacramento CA)
CA
02/16/2018 - 11/23/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SACRAMENTO CA)
CA
03/27/2017 - 09/06/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SACRAMENTO CA)
BC
Issued 03/19/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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