Unclaimed
Shayne Michael Jones is a registered representative with Hamilton Lane Securities LLC, with a Branch Office located in Conshohocken, PA. Shayne has been in the industry since 2017 and holds the Series 63, Series 66, Series 7, and SIE securities licenses. Shayne was previously registered with Grant Williams L.P., in Philadelphia, PA and Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bala Cynwyd, PA.
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.
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.
1
2
PA
11/01/2023 - Present
Hamilton Lane Securities LLC (CONSHOHOCKEN PA)
PA
11/18/2021 - 11/02/2023
GRANT WILLIAMS L.P. (PHILADELPHIA PA)
PA
06/05/2017 - 10/12/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BALA CYNWYD PA)
BOTH
Issued 08/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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