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Michael Shelton

Clarendon Insurance Agency, Inc.

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About Michael Shelton

Michael Shelton is a financial advisor with Clarendon Insurance Agency, Inc. located in Waltham, MA. Michael has a strong background in the financial services industry and holds the Series 6, 63, and SIE licenses. Michael is committed to helping clients achieve their financial goals.

Firm Information

Michael Shelton is currently registered with Clarendon Insurance Agency, Inc.. Clarendon Insurance Agency, Inc. is a Corporation formed in 1968-03-04. They are registered to operate in 50 states and have 1 approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

96

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Michael Shelton’s Registration & Firm History

MA

07/21/2021 - Present

Clarendon Insurance Agency, Inc. (WALTHAM MA)

TN

10/11/2019 - 01/14/2021

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)

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Licenses & Designations

BC

Issued 11/01/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/11/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/25/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Shelton.
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