Shalina Martos, financial advisor Redmond WA

Shalina Martos

CRD Number: 4616725
Current Firm: Personal Investment Management Inc.

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.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Professional Designations
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
Contact Info for Shalina R. Martos
Phone Number: 425-883-7990
Firm Website:
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States


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