Unclaimed
Shannon Marie Astrike is an investment advisor representative with Cetera Investment Advisers LLC in Midland, MI. Shannon has been in the financial industry since 1998. Shannon is also a CPA and a PFS, and is the owner and registered representative of Astrike Advisory LLC. Shannon has a broad range of experience in the financial services industry and holds multiple securities licenses. Shannon's previous experience includes working as a registered representative with Hochman & Baker Securities, Inc. and Cetera Financial Specialists LLC. Shannon's specialties include financial planning, portfolio management, and investment advisory services. Shannon also provides services to individuals, businesses, and charitable organizations.
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
MI
01/02/2025 - Present
Cetera Investment Advisers LLC (MIDLAND MI)
CT
11/20/1998 - 06/30/2004
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
IA
Issued 03/19/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2018
Series 7 - General Securities Representative Examination
BC
Issued 11/11/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Shannon Astrike is the right advisor for you? Invested Better is here to help.