Unclaimed
Sally Ann Shelton is a financial advisor with Oxford Financial Group, Ltd. She is located in Carmel, IN. Sally has been working in the financial services industry since August 2015. She has been a Certified Financial Planner since 2016. Sally provides financial planning services to individuals, families, businesses, and retirement plans. She also helps clients with portfolio management and selection of other advisors. Sally Ann Shelton is committed to providing her clients with personalized financial advice and guidance.
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
IN
02/23/2023 - Present
Oxford Financial Group, Ltd. (CARMEL IN)
GA
09/29/2017 - 10/11/2018
J.P. MORGAN SECURITIES LLC (ATLANTA GA)
GA
02/18/2016 - 08/25/2017
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
IA
Issued 10/02/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2016
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Sally Shelton is the right advisor for you? Invested Better is here to help.