Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shalisa? Claim Your ProfileShalisa Beck is a financial professional with over 30 years of experience in the financial services industry. Shalisa is currently registered with Charles Schwab & Co., Inc. and has previously worked with other firms like Country Capital Management Company, Waddell & Reed, and TIAA-CREF Individual & Institutional Services, LLC. Shalisa holds the Series 6, 7, 22, 24, 63, and 65 licenses. Shalisa is a Certified Financial Planner and has a strong background in providing financial planning, investment advice, and portfolio management services. Shalisa is committed to helping individuals and families achieve their financial goals.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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OR
04/12/2021 - Present
Charles Schwab & CO., Inc. (Beaverton OR)
OR
02/28/2018 - 02/14/2020
COUNTRY CAPITAL MANAGEMENT COMPANY (SALEM OR)
OR
05/12/2011 - 01/04/2018
WADDELL & REED (SALEM OR)
CA
10/07/2009 - 01/19/2011
FUTURITY FIRST INVESTMENT SERVICES INC. (DANVILLE CA)
NC
02/22/2006 - 08/11/2008
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NY
10/28/2005 - 02/27/2006
TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)
MA
12/10/2002 - 07/27/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/10/2002 - 07/27/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
07/20/2001 - 10/28/2002
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
CO
08/24/2000 - 06/18/2001
CANADA LIFE OF AMERICA FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
NJ
02/28/1992 - 07/05/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
02/28/1992 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NY
02/06/1989 - 02/05/1992
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 4/25/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/21/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/14/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/9/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 1/23/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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Nasdaq Stock Market
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