Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trudy? Claim Your ProfileTrudy Lynn Shamlian is a financial professional with over 18 years of experience in the industry. Trudy is currently registered with Cetera Investment Advisers LLC, a firm with a national reach, specializing in a wide range of financial services. Trudy has a strong track record of providing personalized financial advice to individuals, families, and businesses. Trudy holds the Series 6, Series 7TO, Series 63, and Series 65 licenses as well as the Series 26 principal license. Trudy is also a licensed insurance agent, and has a diverse background in financial services. Trudy is committed to providing her clients with the highest level of service and expertise.
FALLON, NV
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
NV
06/29/2023 - Present
Cetera Investment Advisers LLC (FALLON NV)
NV
03/07/2008 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (RENO NV)
GA
09/21/2004 - 03/12/2008
WORLD GROUP SECURITIES, INC. (DULUTH GA)
IA
Issued 4/26/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/16/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/18/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/20/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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