Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shana? Claim Your ProfileShana Mauerman is a registered representative and investment advisor representative. Shana is currently registered with Voya Retirement Advisors, LLC and has been in the industry since June 2021. Prior to that, Shana was associated with EDWARD JONES. Shana has passed the Series 7TO, Series 66, and Series 99TO examinations. Shana holds licenses in Arizona and Illinois.
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.
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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CT
06/03/2024 - Present
Voya Retirement Advisors, LLC (WINDSOR CT)
MO
06/10/2021 - 07/18/2023
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 09/04/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 06/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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