Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Austin Martin is a financial professional registered with Cetera Investment Advisers LLC in Pennsylvania, Texas, and Virginia. Shane has been in the industry since May 13, 2021. Shane is a Series 66 and a Series 7TO licensed financial professional, which allows Shane to provide investment advice and trade securities for clients. Shane has worked with several firms before, including Voya Financial Advisors, Inc. Prior to the financial services industry, Shane has worked with a variety of companies including Martin Lawn Services, Under Armour, Inc., BNY Mellon, and Rosenthal Wealth Management Group. Shane has a strong understanding of the financial markets and a commitment to helping clients reach their financial goals. Shane provides a variety of financial services to clients, including financial planning, portfolio management, and educational seminars. Shane is committed to providing clients with personalized financial advice and guidance.
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.
A percentage of the total value of assets under management is charged.
1
2
VA
06/29/2023 - Present
Cetera Investment Advisers LLC (MANASSAS VA)
VA
05/14/2021 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (MANASSAS VA)
BOTH
Issued 07/03/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Shane Martin is the right advisor for you? Invested Better is here to help.
