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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 at Cetera Investment Advisers LLC. Shannon has been working in the financial industry since August 2015 and has been registered as a financial advisor since March 2024. Shannon is a Certified Financial Planner (CFP) and holds the following licenses: Series 66, Series 10, Series 9, SIE, and Series 7. Shannon works with a variety of clients, including individuals, families, and businesses. Shannon specializes in financial planning, investment management, and retirement planning.
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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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 4/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 8/8/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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