Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Serina? Claim Your ProfileSerina Shyu is a financial advisor in Atlanta, GA. She has been working in the financial services industry since 2013. Serina is a Registered Representative of Charles Schwab & Co., Inc. and Schwab Wealth Advisory, Inc. and holds Series 7, Series 63, and Series 65 licenses. Serina also has a CFP® designation. Serina has experience with a variety of clients, including individuals, families, and small businesses. She provides a variety of financial services, including financial planning, investment management, and retirement planning. Serina is committed to providing her clients with personalized financial advice and guidance. She believes in building strong relationships with her clients and working closely with them to achieve their financial goals. Serina is a member of the Financial Planning Association and the National Association of Personal Financial Advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
GA
09/30/2024 - Present
Charles Schwab & CO., Inc. (Atlanta GA)
GA
09/22/2014 - 03/04/2020
WOODBURY FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
07/18/2013 - 09/23/2014
E*TRADE SECURITIES LLC (ALPHARETTA GA)
IA
Issued 01/03/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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