Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Helman is a financial advisor with Cetera Investment Advisers LLC. Shawn has been in the financial industry since 2004. He is a Certified Financial Planner and has experience in both financial planning and portfolio management. Shawn is registered in several states including Pennsylvania, Florida, Illinois, Maryland, New Jersey, North Carolina, Ohio, South Carolina, Tennessee, Virginia and West Virginia. Shawn has a wide range of experience working with individual clients, businesses, and retirement plans. He provides financial planning services, portfolio management, and retirement planning. Shawn is committed to helping his clients achieve their financial goals.
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
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (GREENSBURG PA)
PA
06/30/2004 - 03/06/2020
BILL FEW SECURITIES, INC. (GREENSBURG PA)
BOTH
Issued 7/16/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/1/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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