Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shellee? Claim Your ProfileShellee Pietras is a financial advisor with Cetera Investment Advisers LLC. Shellee has over 18 years of experience in the financial services industry. Shellee is a Certified Financial Planner and holds Series 6, 7, 63, and 65 licenses. Shellee specializes in working with individuals, corporations, charitable organizations, and pension and profit-sharing plans. Shellee is committed to providing her clients with personalized financial advice and helping them achieve their financial goals. She is registered to provide investment advice in Indiana, Texas, and several other states. Shellee previously worked as a financial advisor at Voya Financial Advisors, Inc.
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
IN
06/29/2023 - Present
Cetera Investment Advisers LLC (FRANKLIN IN)
IN
10/13/2006 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (FRANKLIN IN)
FL
02/01/2005 - 10/13/2006
ALLSTATE FINANCIAL SERVICES, LLC (SPRING HILL FL)
IA
Issued 02/05/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/31/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Shellee Pietras is the right advisor for you? Invested Better is here to help.
