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 over 18 years of experience in the financial services industry. She is currently a registered representative with Cetera Investment Advisers LLC and has held prior positions with VOYA FINANCIAL ADVISORS, INC. and ALLSTATE FINANCIAL SERVICES, LLC. Shellee holds a Series 6, 7, 63, and 65 licenses and is also a Certified Financial Planner. Shellee has experience in a variety of financial planning services and specializes in retirement planning, investment management, and estate planning. She is dedicated to helping her clients achieve their financial goals and providing them with the guidance they need to make informed decisions about their financial future.
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
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 2/5/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/3/2007
Series 7 - General Securities Representative Examination
BC
Issued 1/31/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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