Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Shelley is a financial advisor with Ameriprise Financial Services, LLC, a company with more than 11700 licensed agents and $479 billion in assets under management. Barry has over 39 years of experience in the financial industry and is registered with the state of Ohio as both a broker and an investment advisor. He is also a Certified Financial Planner and a Chartered Financial Consultant. Barry has worked with a diverse clientele including trusts/estates, insurance companies, charitable organizations, high net worth individuals, pension and profit sharing plans, corporations or other businesses and individuals other than high net worth.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
OH
09/18/1999 - Present
Ameriprise Financial Services, LLC (WEST CHESTER OH)
NA
06/18/1984 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 10/18/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 08/13/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/15/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Barry Shelley is the right advisor for you? Invested Better is here to help.
