Unclaimed Profile

Shane Michael Sideris

NECTARINE FINANCIAL, INC.·SAN DIEGO, California

SIE, Series 7, Series 63CFAClean record4 years registeredNECTARINE FINANCIAL, INC.

1650 GARNET AVENUE, SAN DIEGO, CA 92109CRD# 6097241Firm CRD# 327155

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Shane Michael Sideris · SAN DIEGO, CA

Registration

CRD #6097241 · NECTARINE FINANCIAL, INC. · 4 years registered

Brand Profile

Not yet started

Career History

NECTARINE

Aug 2023 – present

SYNCHRONOUS WEALTH ADVISORS LLC

Jan 2022 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · January 7, 2022

Years registered · 4

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NECTARINE FINANCIAL, INC.

CRD 327155 · SEC 801-128604

Employees

Total firm employees

Services offered by NECTARINE FINANCIAL, INC.

Per Form ADV

Financial planning

Security ratings or pricing services

Client types served by the firm

Per Form ADV

High Net Worth Individuals

View all advisors at NECTARINE FINANCIAL, INC. →

Introduction

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Frequently Asked Questions

What services does Shane Michael Sideris offer?

Shane Michael Sideris specializes in Financial Planning. Contact their office in SAN DIEGO, California for a consultation.

What are Shane Michael Sideris's credentials?

Shane Michael Sideris holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Shane Michael Sideris located?

Shane Michael Sideris is based in SAN DIEGO, California, working with NECTARINE FINANCIAL, INC.. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does Shane Michael Sideris charge for services?

Shane Michael Sideris's firm is compensated through subscription fees, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NECTARINE FINANCIAL, INC.?

NECTARINE FINANCIAL, INC. has approximately 20 employees. The firm is registered with the SEC as an investment adviser.

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