Shawn Neice (CRD# 2979084) is an Investment Advisor Representative working at Pnc Investments in Brick Town, NJ and has over 26 years of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 2130640
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Pnc Investments LLC | Manasquan, NJ | May 2022 - Current | 2 |
Santander Bank, Na | Boston, MA | May 2019 - May 2022 | 3 |
Santander Securities, LLC | Dorchester, MA | May 2019 - May 2022 | 3 |
Lord, Abbett & Company LLC | Jersey City, NJ | Apr 2013 - May 2019 | 6 |
Uber | San Francisco, CA | Apr 2018 - Mar 2019 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 1998 |
S66 | NASAA Uniform Combined State Law Examination | Jun 2013 |
- NJ
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Total Assets Under Management23,896MILLIONS
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Total Number of Accounts152,189ACCOUNTS
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Average Account Value$157,014
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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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