Verified
Helping to Protect Wealth for Generations Shane Robertson serves as a Financial Services Representative to business owners and families in West Texas helping them achieve financial security through wealth protection strategies. A longtime local to this community, Shane understands the unique economic climate of the area and has firsthand experiences with the challenges that face business owners. The commitment is to serve completely those in Abilene and the surrounding area with valuable and needed financial solutions. About Shane Robertson As a business owner, entrepreneur and community supporter, Shane has taken his life experiences and background in business in West Texas to serve others uniquely in his financial services practice. Today Shane is fulfilling his calling to help others by providing meaningful financial solutions that can positively impact individuals, families and businesses for generations. Shane’s background includes operating his own business, oil and gas ventures, and ministry activities. Both the successes and challenges in his life and career allow him to bring important insights and a perspective to his clients that go far beyond financial services. His career and life is based in Abilene, TX. Shane loves Abilene, has raised his family in Abilene, does business is in Abilene, supports other Abilene businesses, goes to church in Abilene, and supports charities like the Love and Care Ministry in Abilene. He and his wife Kim have been married over 25 years. They are a Texas Tech family; two of their three children are graduates. Shane also enjoys the outdoors and spending his time at his ranch and with his grandchildren, as well as hunting and fishing.
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.
Asset allocation programs
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.
Solicitors fees
1
2
TX
07/08/2022 - Present
MML Investors Services, LLC (Abilene TX)
TX
07/29/2014 - 12/31/2018
MML INVESTORS SERVICES, LLC (Abilene TX)
MA
02/02/2004 - 08/26/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
PA
10/07/1998 - 01/30/2004
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NY
09/26/1994 - 10/06/1998
MONY SECURITIES CORP. (NEW YORK NY)
MA
03/16/1994 - 08/25/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/16/1994 - 08/25/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 02/14/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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