Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn C. Michael is a financial advisor with Cetera Investment Advisers LLC. Shawn has been in the financial services industry since 2016, working in various roles including relationship manager, new business sales, and managing client relationships. Shawn has experience working with a variety of client types, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Shawn is a licensed financial advisor with the state of Pennsylvania. In addition to his financial advisory work, Shawn is also the president of the board at Boys and Girls Club of Chambersburg and Shippensburg.
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
PA
08/06/2020 - Present
Cetera Investment Advisers LLC (CHAMBERSBURG PA)
PA
09/19/2016 - 07/20/2017
AXA ADVISORS, LLC (LANCASTER PA)
BOTH
Issued 8/5/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/25/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/1/2020
Series 7TO - General Securities Representative Examination
BC
Issued 7/20/2017
SIE - Securities Industry Essentials Examination
BC
Issued 9/19/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Shawn Michael is the right advisor for you? Invested Better is here to help.
