Shane Hollenbeck (CRD# 7302517) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Northampton, MA and has over 2 years of experience in the finance industry.
CRD# 4385290
Lpl Financial LLC
CRD# 6423673
Ubs Financial Services Inc.
CRD# 1748546
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Advisory Services, LLC | Northampton, MA | Apr 2022 - Current | 2 |
| Kestra Investment Services, LLC | Northampton, MA | Oct 2020 - Current | 3 |
| Lowe's | Hadley, MA | Sep 2021 - Jun 2022 | < 1 |
| Amazon Logistics | Holyoke, MA | May 2020 - Mar 2021 | < 1 |
| Unemployed | South Hadley, MA | Jun 2019 - Apr 2020 | < 1 |
| University Of Massachusetts Amherst | Amherst, MA | Aug 2016 - May 2019 | 2 |
| Gc Pizza Hut | Belchertown, MA | Jun 2017 - Apr 2019 | 1 |
| Sabis International Charter School | Springfield, MA | Jun 2011 - Dec 2017 | 6 |
| C&s Wholesale Grocers | Hatfield, MA | Nov 2016 - Jan 2017 | < 1 |
| Quinnipiac University | Hamden, CT | Aug 2015 - May 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- MA
- TX
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Total Assets Under Management48,324MILLIONS
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Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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