Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gene? Claim Your ProfileGene Shaw has been in the financial services industry since 1999. Gene is currently registered with Cetera Investment Advisers LLC as an investment advisor representative in the state of Ohio. Gene is also a licensed attorney and has been in private practice since 1987. Gene has a wide range of experience in financial planning, estate planning, and probate law. Gene's practice focuses on serving high-net-worth individuals, families, and businesses. Gene has a strong commitment to providing personalized service and building long-term relationships with clients. Gene is committed to helping clients achieve their financial goals and objectives. Gene also sells health insurance for Assurant, Golden Rule, and Anthem Blue Cross.
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.
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OH
02/01/2005 - Present
Cetera Investment Advisers LLC (CINCINNATI OH)
VA
04/13/1999 - 01/01/2004
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
BC
Issued 04/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/09/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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