Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shayne? Claim Your ProfileShayne Lawrence Fickling is a financial professional with over 20 years of experience in the financial services industry. Shayne is currently registered as a Registered Representative with Calton & Associates, Inc. and is also a Registered Investment Advisor. Shayne has a diverse background, having worked with multiple firms throughout their career. Their past roles include positions with Capital Financial Services, Inc., Signator Investors, Inc., and Intersecurities, Inc. Shayne has a strong track record of providing comprehensive financial advice and guidance to individuals, families, and businesses. Their expertise includes financial planning, portfolio management, and insurance services. Shayne is dedicated to providing personalized solutions to meet each client's unique needs and goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WI
07/30/2019 - Present
Calton & Associates, Inc. (Verona WI)
WI
03/19/2010 - 07/30/2019
CAPITAL FINANCIAL SERVICES, INC. (Verona WI)
WI
01/26/2007 - 03/02/2010
SIGNATOR INVESTORS, INC. (ELM GROVE WI)
WI
01/19/2000 - 01/23/2007
INTERSECURITIES, INC. (OCONOMOWOC WI)
IA
Issued 11/29/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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