Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mandi? Claim Your ProfileMandi Lynn Shellenbarger is a financial advisor registered with Wells Fargo Clearing Services, LLC. Mandi has over 8 years of experience in the financial services industry. Mandi has a strong track record of helping clients achieve their financial goals. Mandi specializes in providing investment advice and financial planning services to individuals and families. Mandi is dedicated to providing her clients with personalized service and helping them make informed decisions about their finances.
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.
Investment consulting services to institutional clients
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.
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MI
10/25/2022 - Present
Wells Fargo Clearing Services, LLC (TRAVERSE CITY MI)
MI
11/11/2020 - 10/13/2022
MORGAN STANLEY (Traverse City MI)
MI
08/02/2019 - 11/03/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TROY MI)
MI
06/08/2017 - 05/23/2019
THE HUNTINGTON INVESTMENT COMPANY (WATERFORD MI)
MI
07/14/2015 - 02/17/2017
FIFTH THIRD SECURITIES, INC. (FENTON MI)
MI
02/14/2014 - 07/21/2014
J.P. MORGAN SECURITIES LLC (HOWELL MI)
IA
Issued 06/25/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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