Shane Dayton

Financial Advisor at Prudential Financial
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Contact Information
us****@****om
(386) 825-5501
Location
South Jordan, Utah, United States, JO

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Credentials

  • Securities, Broker-Dealer Agent Registration
    FINRA

Experience

  • Prudential Financial
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Mar 2023 - Present

      • Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs • Develops customized ideas and solutions for each client • Specializes in helping clients meet their protection needs through a variety of insurance products • Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs • Develops customized ideas and solutions for each client • Specializes in helping clients meet their protection needs through a variety of insurance products

  • Allstate Financial Services, LLC
    • United States
    • Financial Services
    • 700 & Above Employee
    • Exclusive Financial Specialist
      • Oct 2022 - Apr 2023

  • Transamerica Financial Advisors, Inc.
    • United States
    • Financial Services
    • 700 & Above Employee
    • Registered Investment Advisor
      • Dec 2018 - Dec 2022

  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Client Service Advisor
      • Oct 2017 - Oct 2018

  • Fidelity Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Portfolio Specialist
      • Apr 2006 - Apr 2017

Education

  • CFP Board
    2014 -
  • Westminster College
    Bachelor's degree, Finance, General

Community

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