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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Martin is a financial advisor with Cetera Investment Advisers LLC. Shane is a registered representative, licensed to provide financial advice in Pennsylvania, Texas, and Virginia. Shane has been in the industry since 2021 and has experience with Voya Financial Advisors, inc.. Shane provides financial planning, pension consulting, educational seminars, and selection of other advisors. He has a diverse client base that includes high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Shane has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals.
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.
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2
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (ALIQUIPPA PA)
VA
05/14/2021 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (MANASSAS VA)
BOTH
Issued 7/3/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 1/8/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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