Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shalen? Claim Your ProfileShalen Stanley is a financial advisor registered with Packerland Brokerage Services, Inc. in Green Bay, WI. Shalen Stanley has been in the financial industry since 2011 and has been with Packerland Brokerage Services, Inc. since February 25, 2022. Shalen Stanley has worked with LPL FINANCIAL LLC, Waddell & Reed, William L Knoke, Inc. and iServe Residential Lending, LLC in the past. Shalen Stanley is licensed in California. The firm offers portfolio management services for individuals, financial planning, and educational seminars.
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.
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.
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2
WI
02/25/2022 - Present
Packerland Brokerage Services, Inc. (GREEN BAY WI)
CA
07/21/2021 - 11/11/2021
LPL FINANCIAL LLC (SAN JUAN CAPISTRANO CA)
CA
12/26/2018 - 07/21/2021
WADDELL & REED (SAN JUAN CAPISTRANO CA)
CA
01/12/2016 - 12/31/2016
WADDELL & REED (COSTA MESA CA)
CA
09/16/2008 - 12/31/2015
WADDELL & REED (COSTA MESA CA)
BOTH
Issued 11/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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