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Shalina Renee Martos

Personal Investment Management Inc.

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About Shalina Renee Martos

Shalina Renee Martos is a financial advisor in Redmond, Washington. She has been in the industry since 2003, and currently works for Personal Investment Management Inc. She has worked previously with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Charles Schwab & Co., Inc., and Citigroup Global Markets Inc.

Firm Information

Shalina Martos is currently registered with Personal Investment Management Inc.. Personal Investment Management Inc., located in REDMOND, WA, is an investment advisor with 4 investment advisor representatives. They manage approximately $567,628,630 in assets for 1,382 clients. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations.
Personal Investment Management Inc.

22500 NE MARKETPLACE DRIVE

REDMOND, WA 98053

$567.63M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting services

Investment consulting services

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Shalina Martos’s Registration & Firm History

WA

04/22/2019 - Present

Personal Investment Management Inc. (REDMOND WA)

WA

08/12/2014 - 11/19/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOTHELL WA)

WA

01/13/2009 - 07/18/2014

CHARLES SCHWAB & CO., INC. (REDMOND WA)

WA

01/02/2003 - 01/10/2009

CITIGROUP GLOBAL MARKETS INC. (TACOMA WA)

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Licenses & Designations

BOTH

Issued 10/25/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/12/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/08/2006

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/25/2006

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/19/2014

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shalina Renee Martos.
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