Shalina Martos (CRD# 4616725) is an Investment Advisor Representative working at Personal Investment Management Inc. in Redmond, WA and has over 20 years of experience in the finance industry. Shalina Martos has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6533806
Harbour Investments, Inc.
CRD# 2538997
Robinswood Financial
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Personal Investment Management, Inc. | Redmond, WA | Apr 2019 - Current | 4 |
| Avier Wealth Advisors | Bellevue, WA | Mar 2016 - Apr 2019 | 3 |
| Caregiver | Federal Way, WA | Nov 2014 - Mar 2016 | 1 |
| Bank Of America, N.a. | Bothell, WA | Jul 2014 - Nov 2014 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bothell, WA | Jul 2014 - Nov 2014 | < 1 |
| Charles Schwab Bank | Redmond, WA | Jan 2009 - Jul 2014 | 5 |
| Charles Schwab & Company, Inc. | Redmond, WA | Jan 2009 - Jul 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2007 |
- TX
- WA
-
Total Assets Under Management484MILLIONS
-
Total Number of Accounts1,355ACCOUNTS
-
Average Account Value$356,904
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
AZ, CA, OR, TX, WA
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