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 Shields is a financial advisor who has been working in the industry since May 1, 2018. Shalee is currently registered with U.S. Bancorp Investments, Inc. and holds licenses in Florida and Minnesota. Shalee has previously worked with Ameriprise Financial Services, Inc. in Minneapolis, Minnesota. Shalee is a Series 66, Series 4, Series 10, Series 9, Series 24, SIE, and Series 7 licensed advisor. Shalee specializes in providing financial advice to high-net-worth individuals, corporations, and other businesses, charitable organizations, and pension and profit-sharing plans. Shalee also specializes in portfolio management for individuals and businesses, as well as financial planning.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
06/09/2021 - Present
U.s. Bancorp Investments, Inc. (Saint Paul MN)
MN
02/01/2018 - 10/22/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)
BOTH
Issued 08/01/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/2020
Series 4 - Registered Options Principal Examination
BC
Issued 01/07/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/12/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/24/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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