Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marta? Claim Your ProfileMarta L. Shen is a financial advisor with over 25 years of experience in the financial services industry. Marta currently works with Raymond James Financial Services Advisors, Inc. and has been in the industry since April 1997. Marta has a wide range of experience working with clients of all types including individuals, corporations, and charitable organizations. Marta is also a Certified Financial Planner™ professional.
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
05/03/2022 - Present
Raymond James Financial Services Advisors, Inc. (Bellevue WA)
WA
01/30/2015 - 05/03/2022
RAYMOND JAMES & ASSOCIATES, INC. (Seattle WA)
GA
10/14/2005 - 02/03/2015
COMMONWEALTH FINANCIAL NETWORK (ATLANTA GA)
MN
04/21/1997 - 10/14/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
04/21/1997 - 10/14/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 04/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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