Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Shelton is a financial advisor in Ossian, Indiana. Jeffrey has been a registered representative since 1990 and has 33 years of experience in the financial services industry. Jeffrey is affiliated with Kestra Advisory Services, LLC. Jeffrey provides financial planning, investment management, and retirement planning services. Jeffrey is a Series 6, 63, and 65 licensed professional.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IN
11/27/2023 - Present
Kestra Advisory Services, LLC (Ft. Wayne IN)
IN
01/17/2018 - 11/27/2023
USA FINANCIAL SECURITIES CORPORATION (Ossian IN)
IN
07/16/2009 - 01/26/2018
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (FORT WAYNE IN)
IN
10/24/2005 - 07/20/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (FORT WAYNE IN)
PA
09/12/2000 - 10/24/2005
BLUE VASE SECURITIES, LLC (WASHINGTON PA)
MA
01/31/1996 - 09/22/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NJ
10/01/1990 - 12/21/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
10/01/1990 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 06/14/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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