Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Shelley has been working in the financial industry since 1999. Adam is currently registered with Wells Fargo Clearing Services, LLC, and has been with the firm since 2008. Adam has previously worked with A. G. EDWARDS & SONS, INC., and EDWARD JONES. Adam is licensed to provide financial advice in a variety of states, including Oklahoma, Texas, and Missouri. Adam provides financial advice to individuals, corporations, and charitable organizations.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OK
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (BARTLESVILLE OK)
OK
04/30/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BARTLESVILLE OK)
MO
06/08/1999 - 05/03/2004
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 08/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/24/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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