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Shannah Mollet-kreller is an investment advisor representative with Cetera Investment Advisers LLC. Shannah has been in the industry since 2011, and has worked at Cetera Financial Specialists LLC, Cetera Advisor Networks LLC and Cetera Advisors LLC. Shannah holds the Series 63, Series 65, Series 7, Series 24 and Series 53 securities licenses. Shannah is licensed to provide investment advisory services in 53 states and the District of Columbia. Shannah specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers and portfolio management for businesses and individuals.
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
MN
01/12/2023 - Present
Cetera Investment Advisers LLC (ST CLOUD MN)
MN
04/25/2012 - 03/19/2013
CETERA FINANCIAL SPECIALISTS LLC (SAINT CLOUD MN)
MN
10/03/2011 - 03/19/2013
CETERA ADVISOR NETWORKS LLC (SAINT CLOUD MN)
MN
10/03/2011 - 03/19/2013
CETERA ADVISORS LLC (SAINT CLOUD MN)
IA
Issued 11/17/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/25/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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