Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ellis? Claim Your ProfileEllis Patrick Shanley is a financial advisor at Plante Moran Financial Advisors. Ellis has been in the financial services industry since September 2018. Ellis is registered with the state of Illinois and has Series 7, Series 66, and SIE licenses. Ellis specializes in retirement planning, college savings, and investment management.
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.
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.
A percentage of the total value of assets under management is charged.
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IL
11/10/2021 - Present
Plante Moran Financial Advisors (Chicago IL)
IL
09/06/2018 - 02/11/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
BOTH
Issued 10/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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