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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Reid Shelton is a financial advisor with over 35 years of experience in the industry. Robert is currently registered with Morgan Stanley and is licensed to provide investment advice in 27 states. Robert previously held positions at Wells Fargo Advisors, Wells Fargo Clearing Services, LLC and Morgan Stanley Smith Barney LLC. Robert has a broad range of experience in the industry and holds licenses for the Series 3, 7 and 63 examinations, as well as the SIE and Series 65 exams.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
LA
06/08/2023 - Present
Morgan Stanley (Lafayette LA)
LA
05/25/2012 - 08/09/2022
WELLS FARGO CLEARING SERVICES, LLC (LAFAYETTE LA)
LA
06/01/2009 - 06/04/2012
MORGAN STANLEY SMITH BARNEY (LAFAYETTE LA)
LA
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LAFAYETTE LA)
NY
11/21/1986 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 10/21/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1986
Series 3 - National Commodity Futures Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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