Unclaimed
Adriane Marie Shaw is a financial advisor with over 15 years of experience in the financial services industry. Adriane is a registered representative of Raymond James Financial Services Advisors, Inc. and is licensed to provide investment advice in multiple states. Her previous experience includes roles with Cetera Investment Services LLC and Edward Jones.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
WA
10/19/2023 - Present
Raymond James Financial Services Advisors, Inc. (Bonney Lake WA)
WA
08/30/2012 - 10/18/2023
CETERA INVESTMENT SERVICES LLC (TACOMA WA)
WA
06/26/2008 - 08/21/2012
EDWARD JONES (PUYALLUP WA)
BOTH
Issued 08/13/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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