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Shane F
Series 66
Westwood, MA
J.P. Morgan Securities
Shane Fargo is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he provides one-on-one financial guidance to help clients define their goals and develop portfolio strategies aimed at achieving those objectives. He offers ongoing advice and adjusts clients' portfolios as their situations evolve. Shane holds the Personal Investment Advisor (PIA) designation. He earned a bachelor's degree from the University of Vermont.
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