Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Michael Helman is a financial advisor at Cetera Investment Advisers LLC. Shawn has been in the financial industry since 2004 and holds the Series 7, Series 66, and SIE licenses. Shawn also holds the Certified Financial Planner designation. Shawn is registered in 12 states, including Pennsylvania, Florida, Illinois, Maryland, New Jersey, North Carolina, Ohio, South Carolina, Tennessee, Virginia, and West Virginia. Shawn has experience working with individuals, businesses, and charitable organizations. Cetera Investment Advisers LLC is a large financial advisor firm with over 166,000 clients. Cetera Investment Advisers LLC provides a wide range of financial services, including financial planning, portfolio management, and pension consulting.
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 07/16/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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