Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shayne? Claim Your ProfileShayne Gabris is an Investment Advisor Representative at Charles Schwab & CO., Inc. based in Westlake, TX. Shayne has been in the industry since 2021 and has held prior roles at TD Ameritrade, Inc. and SagePoint Financial, Inc. Shayne is a Series 66, Series 7TO, and SIE licensed individual.
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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2
TX
08/11/2023 - Present
Charles Schwab & CO., Inc. (Westlake TX)
CA
02/27/2023 - 09/01/2023
TD AMERITRADE, INC. (SAN DIEGO CA)
CA
09/13/2021 - 11/30/2022
SAGEPOINT FINANCIAL, INC. (SAN DIEGO CA)
BOTH
Issued 12/09/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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