Unclaimed
Ronnie Shelby has been in the industry since 2000. Ronnie is registered as an Investment Advisor Representative with Cuso Financial Services, LP. This firm has offices in Marietta, GA, Hiram, GA, Austell, GA, Dallas, GA, Roswell, GA, Alpharetta, GA, Smyrna, GA, Woodstock, GA, Calhoun, GA, Rome, GA, Acworth, GA, Canton, GA, and Marietta, GA. Ronnie is also registered with FINRA. Ronnie is registered with the following states: Alabama, Arizona, California, Florida, Georgia, Maryland, North Carolina, Ohio, Pennsylvania, Puerto Rico, South Carolina, Tennessee, and Texas.
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.
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
GA
10/04/2024 - Present
Cuso Financial Services, LP (MARIETTA GA)
GA
01/29/2004 - 08/25/2011
NBC SECURITIES, INC. (MABLETON GA)
FL
08/25/2003 - 11/25/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
TN
07/08/2003 - 08/25/2003
PFIC SECURITIES CORPORATION (FRANKLIN TN)
NY
12/10/1999 - 07/07/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 06/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 12/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Ronnie Shelby is the right advisor for you? Invested Better is here to help.