Jeffrey D. Shanine, CF2

About Jeffrey D. Shanine

Professional Experience
Jeffrey is Senior Partner and Investment Advisor Representative with Legacy Investment
Services. As an Investment Adviser Representative, Jeffrey advises clients on meeting their
financial and retirement goals. He uses the Legacy Investment Services, Philosophy of best in
class financial products to meet the needs of his clients. As an independent investment adviser,
he uses non biased research to keep his recommendations current utilizing the best products that
have been in use for years along with products that are newer to the market place.
Jeffrey notes that he finds most of his success with his clients is from uncovering their concerns
and objectives before making any recommendations. He has a firm belief in engaging the client
through education and continuous revaluations of client’s needs, to keep clients objectives in
focus.
Professional Certifications
• Certified Financial Fiduciary®
• Series 7 & 66
• Licensed Health & Life Insurance Producer ~ State of Illinois
• Registered Representative with Woodbury Financial Services, Inc, Independent
Broker/Dealer and Member FINRA and SIPC