Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Shelley is a financial professional with over 20 years of experience in the industry. Richard is currently registered with Advisor Share Wealth Management in Florida and Washington. Previously, Richard was registered with Packerland Brokerage Services, Inc. and High Mark Securities, Inc. Richard has a Series 63, 65, 7, and SIE license and holds a Bachelor of Science degree in Business Administration. Richard is dedicated to providing comprehensive financial planning and investment management services to individuals and families. Richard specializes in investment management, retirement planning, and estate planning. Richard is committed to providing personalized service and building long-term relationships with clients.
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.
Comprehensive asset management platform provider
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.
Investment platform fees
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2
FL
07/20/2024 - Present
Advisor Share Wealth Management (Palm City FL)
FL
12/16/2002 - 12/31/2020
PACKERLAND BROKERAGE SERVICES, INC. (Palm City FL)
FL
04/04/2002 - 12/18/2002
HIGH MARK SECURITIES, INC. (LAKELAND FL)
WI
03/27/2000 - 04/04/2002
PACKERLAND BROKERAGE SERVICES, INC. (GREEN BAY WI)
MA
11/18/1998 - 03/13/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
NY
05/13/1997 - 02/06/1998
GRUNTAL & CO., L.L.C. (NEW YORK NY)
FL
11/20/1996 - 04/30/1997
CAPITAL INTERNATIONAL SECURITIES GROUP, INC. (MIAMI FL)
FL
03/28/1996 - 10/18/1996
JOSEPH ROBERTS & CO., INC. (POMPANO BEACH FL)
IA
Issued 10/22/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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