Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Shelley is a financial advisor with over 15 years of experience in the financial services industry. Michael currently works at Rockefeller Financial LLC in Oklahoma City and Dallas. Michael has a strong background in both brokerage and investment advisory services. Michael's experience includes working with a variety of clients, including individuals, families, businesses, and charitable organizations. Michael holds a variety of licenses and certifications, including Series 7, Series 3, Series 53 and Series 66. Michael is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
1
2
OK
09/09/2022 - Present
Rockefeller Financial LLC (OKLAHOMA CITY OK)
OK
05/27/2010 - 09/14/2022
MORGAN STANLEY (Oklahoma City OK)
OK
09/27/2007 - 05/04/2010
GEARY SECURITIES, INC. (OKLAHOMA CITY OK)
BOTH
Issued 10/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2011
Series 3 - National Commodity Futures Examination
BC
Issued 09/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Shelley is the right advisor for you? Invested Better is here to help.
