Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shalee? Claim Your ProfileShalee Michelle Bryant is a financial advisor at Edward Jones. She is a licensed financial advisor with Series 63, 66, 7, 9, and 10 licenses. Shalee Bryant has been in the financial services industry since 2015. She offers financial planning, portfolio management, and other financial services for individuals and businesses. Shalee Bryant is registered with the state of Utah and other states. Shalee Michelle Bryant is also a general partner of HBW Partners LLP, a limited liability partnership in Moab, Utah.
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.
See schedule d - miscellaneous
1
2
UT
11/13/2018 - Present
Edward Jones (MOAB UT)
UT
07/13/2015 - 04/26/2018
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 10/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/26/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Shalee Bryant is the right advisor for you? Invested Better is here to help.
