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Steven S
Series 65, Series 63
Waxhaw, NC
Cambridge Investment Research Advisors
Steven Shaneyfelt is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds Series 65 and Series 63 designations. His prior work includes roles with political organizations such as the NC GOP and experience at JAARS Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a variety of portfolio management and platform options.
Tennyson S
ChFC®, Series 63, Series 65
Waxhaw, NC
Cambridge Investment Research Advisors
Tennyson Shifley is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® designation, along with Series 63 and Series 65 licenses. He has 37 years of industry experience, including 17 years with Cambridge Investment Research Advisors. Outside of his advisory work, he serves as an associate pastor and music ministry assistant at Christ Lutheran Church and is a board member of the Department of Lutheran Studies at Gordon-Conwell Theological Seminary. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of platform arrangements and both proprietary and third-party investment strategies.
Terry H
Series 63, Series 65
Waxhaw, NC
Cambridge Investment Research Advisors
Terry Haines is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 32 years of industry experience. He has worked with Cambridge Investment Research since 2019 and previously with H.D. Vest Advisory Services and other financial firms. Haines is also the owner of TLH Financial Services, Inc., operating as Haines Financial Services, Inc., and works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse clientele, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm utilizes multiple custody arrangements and proprietary and third-party investment strategies, providing flexible and tailored solutions through a nationwide network of independent financial professionals.
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