Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Drew? Claim Your ProfileDrew Jacob Shealy is a financial advisor with over 15 years of experience in the financial services industry. Drew has been associated with Cambridge Investment Research Advisors, Inc. since December 2016 and is a Registered Representative with the firm in Canton, Ohio. Drew holds Series 7, 63 and 66 securities licenses. Drew is also a Certified Financial Planner. Drew has experience working with a variety of clients, including high-net-worth individuals, businesses, and pension plans. Drew provides a range of services, including financial planning, investment management, and retirement planning.
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.
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.
Solicitation fees from 3rd party money managers
1
2
OH
12/15/2016 - Present
Cambridge Investment Research Advisors, Inc. (Canton OH)
MT
06/25/2008 - 09/22/2011
PRIMEVEST FINANCIAL SERVICES, INC. (POLSON MT)
OH
02/27/2004 - 03/14/2008
FIFTH THIRD SECURITIES, INC. (DELAWARE OH)
OH
04/30/2003 - 07/25/2003
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
NY
07/25/2002 - 01/16/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 01/12/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/19/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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