Shane WilsonCRD Number: 6253549
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Shane Wilson (CRD# 6253549) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 2 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Paragon Wealth Strategies, LLC
Wealth By Empowerment
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Jacksonville, FL||Sep 2013 - Current||3|
|Unemployed||Palm Coast, FL||Oct 2012 - Sep 2013||< 1|
|Aj Produkter||Halmstad,||Aug 2012 - Oct 2012||< 1|
|Unemployed||Palm Coast, FL||Jun 2011 - Aug 2012||1|
|Us Marine Corps||Parris Island, SC||May 2011 - Jun 2011||< 1|
|Under Armour||St. Augustine, FL||Jul 2009 - May 2011||1|
|Aeropostale||St. Augustine, FL||Nov 2007 - Feb 2010||2|
|Jacksonville Jaguars||Jacksonville, FL||Nov 2007 - Jan 2008||< 1|
|Unemployed||Palm Coast, FL||Jan 2007 - Nov 2007||< 1|
|E Follett Bookstore||Jacksonville, FL||Jan 2007 - Jan 2007||< 1|
|Unemployed||Palm Coast, FL||Oct 2006 - Jan 2007||< 1|
|Wackadoo's Bar And Grub||Jacksonville, FL||Jun 2006 - Oct 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2014|
|S66||NASAA Uniform Combined State Law Examination||Apr 2014|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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