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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elaina? Claim Your ProfileElaina Kirsten Shemeta is a registered investment advisor representative with Coldstream Wealth Management. Elaina has been in the industry since June 2007. Elaina has a Series 63, Series 7, and SIE license. She also holds the Certified Financial Planner designation. Elaina is registered in Arizona, California, Florida, Illinois, Maryland, Massachusetts, Nevada, New Mexico, New York, Oregon, Texas, and Washington. Elaina has a variety of experience including working for LPL Financial LLC and Coldstream Capital Management Inc.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Project by project basis
1
2
WA
12/09/2015 - Present
Coldstream Wealth Management (Seattle WA)
WA
06/07/2007 - 12/16/2015
LPL FINANCIAL LLC (SEATTLE WA)
BC
Issued 08/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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