Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Edward Shelton is a financial professional with over 6 years of experience in the financial services industry. Michael Shelton is currently registered with 360 Wealth Consultants, LLC in Roanoke, Virginia. Michael Shelton has experience with a variety of financial products and services, including insurance, tax preparation, and investment management. Michael Shelton specializes in working with high-net-worth individuals and families, providing them with comprehensive financial planning and investment management services. Michael Shelton is committed to helping clients achieve their financial goals and is dedicated to providing them with the highest level of personalized service.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
VA
02/17/2021 - Present
360 Wealth Consultants, LLC (ROANOKE VA)
VA
05/15/2019 - 12/31/2019
LPL FINANCIAL LLC (ROANOKE VA)
VA
09/07/2016 - 05/22/2019
THE O.N. EQUITY SALES COMPANY (ROANOKE VA)
VA
10/01/2014 - 05/19/2016
VOYA FINANCIAL ADVISORS, INC. (ROANOKE VA)
VA
08/06/2014 - 10/08/2014
MML INVESTORS SERVICES, LLC (ROANOKE VA)
VA
08/06/2013 - 07/22/2014
NYLIFE SECURITIES LLC (ROANOKE VA)
IA
Issued 10/22/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Michael Shelton is the right advisor for you? Invested Better is here to help.
