Shane WeismanCRD Number: 5040709
Current Firm: Ameriprise Financial Services, LLC
Shane Weisman (CRD# 5040709) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Vancouver, WA and has over 15 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Securities America Advisors, Inc.
Ameriprise Financial Services, LLC
|Ameriprise Financial Services, Inc.||Vancouver, WA||Feb 2011 - Current||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2005|
|S65||NASAA Investment Advisors Law Examination||Feb 2009|
Total Assets Under Management374,305MILLIONS
Total Number of Accounts1,619,519ACCOUNTS
Average Account Value$231,121
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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