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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 Edward Yoest is a financial advisor with over 17 years of experience in the industry. Shane is currently registered as a registered representative with Cetera Investment Advisers LLC and is also a registered investment advisor. Shane specializes in providing financial advice to individuals, high net worth individuals, businesses, pension and profit-sharing plans, charitable organizations, and corporations. Shane has worked with Cetera Advisor Networks LLC for over 10 years and is a designated supervisor for the Benchmark region.
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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MD
06/29/2023 - Present
Cetera Investment Advisers LLC (COLUMBIA MD)
IA
Issued 10/12/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 8/11/2009
Series 24 - General Securities Principal Examination
BC
Issued 4/13/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/15/2008
Series 7 - General Securities Representative Examination
BC
Issued 1/4/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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