Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colleen? Claim Your ProfileColleen Marie Shelly is a registered investment advisor representative with Raymond James Financial Services Advisors, Inc. Colleen has over 15 years of experience in the financial services industry and specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Prior to joining Raymond James, Colleen worked at Lincoln Financial Advisors Corporation, PNC Investments, Valmark Securities, Inc., and UBS Financial Services Inc. Colleen is committed to helping her clients achieve their financial goals and build a secure financial future.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
08/10/2023 - Present
Raymond James Financial Services Advisors, Inc. (Independence OH)
OH
08/19/2021 - 05/19/2023
LINCOLN FINANCIAL ADVISORS CORPORATION (WESTLAKE OH)
OH
06/08/2018 - 09/10/2021
PNC INVESTMENTS (CLEVELAND OH)
OH
05/11/2009 - 11/15/2017
VALMARK SECURITIES, INC. (AKRON OH)
OH
02/09/2007 - 07/23/2008
UBS FINANCIAL SERVICES INC. (AKRON OH)
OH
08/16/2006 - 02/09/2007
MCDONALD INVESTMENTS INC. (AKRON OH)
BOTH
Issued 09/04/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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