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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Colleen Boyle is a financial advisor registered with Cetera Investment Advisers LLC. Shannon Boyle has been in the financial industry since August 9, 2015. They have a current registration with the state of Florida and is Series 66, Series 9, Series 10, and Series 7 licensed. Shannon Boyle works in the Maitland, FL branch office for Cetera Investment Advisers LLC. Previously, Shannon Boyle was employed with CHARLES SCHWAB & CO., INC. and Schwab Private Client Investment Advisory, Inc. Shannon Boyle is a Certified Financial Planner.
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
FL
03/26/2024 - Present
Cetera Investment Advisers LLC (Maitland FL)
FL
08/10/2015 - 04/18/2024
CHARLES SCHWAB & CO., INC. (Orlando FL)
BOTH
Issued 04/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/08/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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