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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shena? Claim Your ProfileShena Bartlett is an investment advisor representative at Osaic Wealth, Inc. based in Vancouver, Washington. Shena Bartlett has been in the financial industry since December 11, 2003, and is currently registered with the state of Washington. Shena Bartlett's prior registrations include Edward Jones and WMA Securities, Inc. Shena Bartlett holds the Series 6, 7, 63, 66 and SIE licenses. Shena Bartlett offers a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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
WA
01/24/2025 - Present
Osaic Wealth, Inc. (VANCOUVER WA)
WA
01/01/2006 - 05/23/2016
EDWARD JONES (WASHOUGAL WA)
GA
11/02/1999 - 11/21/2001
WMA SECURITIES, INC. (DULUTH GA)
BOTH
Issued 01/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/01/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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