Unclaimed
Shayne Kuebler is a financial advisor with over 23 years of experience in the financial services industry. Shayne is currently registered with Osaic Wealth, Inc., a firm that offers a wide range of financial services to individuals, businesses, and institutions. Shayne has a broad range of experience in the financial services industry, including investment advisory, securities trading, and insurance. Shayne holds Series 7, 63 and 66 licenses and is currently registered with the state of Idaho. Shayne is a member of FINRA and the state of Idaho.
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.
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.
1
2
ID
05/31/2024 - Present
Osaic Wealth, Inc. (HAYDEN ID)
ID
02/22/2011 - 11/03/2023
FSC SECURITIES CORPORATION (HAYDEN ID)
ID
03/30/2006 - 02/11/2011
QA3 FINANCIAL CORP. (HAYDEN ID)
ID
06/12/2002 - 03/30/2006
GREAT NORTHERN FINANCIAL SECURITIES, INC. (HAYDEN ID)
NJ
06/22/2001 - 07/11/2002
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
WA
09/30/1999 - 06/21/2001
METROPOLITAN INVESTMENT SECURITIES, INC. (SPOKANE WA)
BOTH
Issued 04/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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