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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Jo Shelby is a registered representative with LPL Financial LLC. Amy Jo Shelby is licensed in Oklahoma and has been in the securities industry since 2001. Amy Jo Shelby has experience working with individuals, corporations, and high-net-worth clients. Amy Jo Shelby also has experience working with charitable organizations, pension plans, and retirement accounts. Amy Jo Shelby has passed the Series 66, Series 7, and Series 63 exams. Amy Jo Shelby is a Registered Representative with LPL Financial LLC and is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).
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.
Consulting and other non-discretionary advisory services
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.
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2
OK
04/16/2024 - Present
LPL Financial LLC (LAWTON OK)
OK
07/25/2008 - 04/11/2024
CETERA INVESTMENT SERVICES LLC (DUNCAN OK)
OK
03/20/2001 - 07/10/2008
ARVEST ASSET MANAGEMENT (DUNCAN OK)
BOTH
Issued 03/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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