Years of Experience
5-20+ Years
BOCA RATON, FL
18 Years Experience
0 Disclosures
ADVISOR BIO
Shane O'Brien is a financial advisor at Raymond James & Associates, Inc. Shane has been in the financial industry since January 2007. Shane's previous employers include Morgan Stanley and Voya Financial Advisors, Inc. Shane has Series 7, Series 63, and Series 66 licenses. Shane offers a variety of financial services, including financial planning, portfolio management, and educational seminars. Shane is committed to providing clients with personalized financial advice and guidance.
SPECIALIZATIONS
ST. PETERSBURG, FL
25 Years Experience
0 Disclosures
ADVISOR BIO
Shane Browne is a financial advisor with Raymond James & Associates, Inc., with over 20 years of experience in the industry. Shane holds Series 6, 26, 63, and 99TO licenses, and is registered to provide investment advice in Florida. Shane's previous experience includes roles at T. Rowe Price Investment Services, Inc., John Hancock Funds, LLC, and Signator Investors, Inc. Shane specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and institutions. Shane focuses on providing comprehensive financial solutions tailored to individual needs and goals.
SPECIALIZATIONS
Miami Lakes, FL
0 Disclosures
ADVISOR BIO
Shane Jones is an investment advisor representative who is registered with Florida Financial Advisors, LLC in Miami Lakes, Florida. Shane has been in the industry since 2022 and has held various roles at different firms, including Intuit Inc., Bardown Hockey Shop LLC, Matrix Trust Company, Reno Ice, Fast Foodies LLC, University of Nevada, Reno and Trinity Wealth Securities, LLC. Shane holds a Series 65 license and a SIE certificate. Florida Financial Advisors, LLC is a registered investment advisor firm based in Tampa, Florida. They have approximately 1371 accounts under management with approximately 199,000,000 in assets under management. They provide financial planning, pension consulting, selection of other advisors, portfolio management for individuals and portfolio management for businesses.
SPECIALIZATIONS
Palm Harbor, FL
24 Years Experience
0 Disclosures
ADVISOR BIO
Shane Atwood is a financial advisor with over 20 years of experience in the industry. Shane is currently registered with Morgan Stanley in Palm Harbor, Florida and has been with the firm since June 2009. Shane has a strong track record of success in providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Shane is committed to providing his clients with personalized financial advice that is tailored to their specific needs and goals.
SPECIALIZATIONS
SPRING HILL, FL
17 Years Experience
0 Disclosures
ADVISOR BIO
Shane Stratton is a financial advisor with Wells Fargo Clearing Services, LLC. Shane has been in the financial services industry since October 2007. Shane is registered to offer securities in 26 states. Shane is also a registered Investment Advisor in Florida and Texas. Shane holds the Series 6, 7, 63, and 65 licenses. Shane's previous experience includes Morgan Stanley Wealth Management and Morgan Stanley Private Bank. Shane specializes in portfolio management for individuals and businesses, financial planning, and pension consulting.
SPECIALIZATIONS
TARPON SPRINGS, FL
11 Years Experience
0 Disclosures
ADVISOR BIO
Shane Lines is an investment advisor representative at Wells Fargo Clearing Services, LLC. Shane is a registered representative with FINRA and is licensed to offer investment advice in the state of Minnesota. Shane has been in the securities industry since June 5, 2014, and previously worked for Morgan Stanley. Shane has experience providing investment advice to individuals, businesses, and institutions. Shane also provides financial planning services, and is licensed to sell securities and variable insurance products. Shane is committed to providing his clients with personalized investment advice and guidance to help them achieve their financial goals.
SPECIALIZATIONS
Winter Garden, FL
1 Years Experience
0 Disclosures
ADVISOR BIO
Shane Horatio Spence is a financial advisor with AE Wealth Management, LLC, based in Winter Garden, Florida. Shane has been in the financial industry for over 10 years and holds both Series 65 and 66 licenses. Shane is also registered as an investment advisor representative with THE Life Wealth Group. Shane provides financial planning, investment advisory, and insurance services to individuals, businesses, and pension plans. Shane is dedicated to helping clients achieve their financial goals and build a secure future.
SPECIALIZATIONS
LIGHTHOUSE POINT, FL
1 Years Experience
0 Disclosures
ADVISOR BIO
Shane Michael Lomax is a financial advisor currently registered with Cetera Investment Advisers LLC, a firm that provides financial planning, portfolio management, and pension consulting services. Shane has worked in the financial industry since 2024 and is licensed to provide investment advice in Florida and Texas. Shane has passed the Series 7TO, Series 66, and SIE exams.
SPECIALIZATIONS
OAKLAND PARK, FL
2 Years Experience
0 Disclosures
ADVISOR BIO
Shanique L Sinclair is a financial advisor with J.p. Morgan Securities LLC. Shanique is registered in Florida and Georgia. Shanique holds the Series 6, Series 63, and SIE licenses. Shanique's experience in the financial services industry dates back to 2023.
SPECIALIZATIONS
ST. PETERSBURG, FL
23 Years Experience
0 Disclosures
ADVISOR BIO
Shanley Ellars is a financial advisor with over 20 years of experience in the financial services industry. Shanley is currently registered with Raymond James & Associates, Inc., a large brokerage firm with offices across the country. Prior to joining Raymond James, Shanley was a financial advisor at Stancorp Equities, Inc. and Invesmart Securities, LLC, both based in Bellevue, Washington. Shanley holds Series 6 and 63 securities licenses, as well as the Securities Industry Essentials (SIE) exam. Shanley has a deep understanding of the financial markets and is dedicated to providing clients with personalized financial advice and investment strategies.
SPECIALIZATIONS