Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zane? Claim Your ProfileZane Keegan Shelley is a financial advisor who has been in the industry since January 23, 2016. Zane is currently registered with Charles Schwab & Co., Inc. in Florida and Texas. Zane previously worked for 1st Global Capital Corp. in Gainesville, Florida. Zane has passed the Series 66, Series 7 and SIE exams. Zane is registered to provide investment advice in 47 states and the District of Columbia.
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
FL
01/02/2019 - Present
Charles Schwab & CO., Inc. (Gainesville FL)
FL
01/22/2016 - 11/01/2016
1ST GLOBAL CAPITAL CORP. (GAINESVILLE FL)
BOTH
Issued 04/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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