Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Idolina? Claim Your ProfileIdolina Shumway is a financial professional with over 30 years of experience in the industry. Idolina currently works at Cambridge Investment Research Advisors, Inc., where Idolina has been registered since August 2014. Prior to this, Idolina was registered with PlanMember Securities Corporation, Veritrust Financial, LLC, USA Financial Securities Corporation, New England Securities, Allstate Financial Services, LLC, Linsco/Private Ledger Corp., Pruco Securities Corporation, Multi-Financial Securities Corporation, SunAmerica Securities, Inc., W.S. Griffith & Co., Inc., Lutheran Brotherhood Securities Corp., CNA Investor Services, Inc., Kavanaugh Securities, Inc., Winthrop Securities Co., Inc., and Investment Dealers Inc. Idolina is a registered Investment Advisor Representative (IAR) in Texas, and is also registered with the Financial Industry Regulatory Authority (FINRA). Idolina has a wide range of experience working with individuals, high-net-worth individuals, pension and profit-sharing plans, state or municipal government entities, and charitable organizations. Idolina holds several industry licenses and certifications, including Series 63, Series 65, Series 7, and Series 24.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
08/01/2014 - Present
Cambridge Investment Research Advisors, Inc. (Austin TX)
TX
10/07/2013 - 07/18/2014
PLANMEMBER SECURITIES CORPORATION (DALLAS TX)
TX
06/29/2010 - 10/07/2013
VERITRUST FINANCIAL, LLC (DALLAS TX)
TX
04/26/2010 - 06/30/2010
USA FINANCIAL SECURITIES CORPORATION (PLANO TX)
TX
07/23/2004 - 04/22/2010
NEW ENGLAND SECURITIES (DALLAS TX)
NE
06/17/2003 - 07/21/2004
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
SC
02/14/2000 - 06/19/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NJ
12/18/1998 - 02/17/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
CO
07/08/1998 - 12/09/1998
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
AZ
10/02/1997 - 07/17/1998
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CT
08/23/1996 - 10/02/1997
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
MN
09/17/1991 - 08/19/1996
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
NY
06/21/1991 - 09/23/1991
CNA INVESTOR SERVICES, INC. (NEW YORK NY)
TX
04/11/1989 - 08/02/1990
KAVANAUGH SECURITIES, INC. (DALLAS TX)
NA
03/16/1984 - 12/13/1988
WINTHROP SECURITIES CO., INC.
NA
06/23/1981 - 06/19/1984
INVESTMENT DEALERS INC.
IA
Issued 01/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Idolina Shumway is the right advisor for you? Invested Better is here to help.
