Unclaimed
Shana Sellers-mcelroy is an investment advisor representative with Morgan Stanley. Shana is registered with the state of Ohio and Texas and has been in the industry since 2008. Shana has extensive experience in providing financial advice to individuals, high-net-worth individuals, investment clubs, insurance companies, investment companies, charitable organizations, corporations, pension plans and state and municipal government entities. She offers a wide range of services, including financial planning, asset allocation advice, educational seminars, and portfolio management. Shana previously worked at Nationwide Investment Services Corporation and Morgan Stanley Smith Barney. She holds Series 65 and 66 licenses and has passed the SIE, Series 31 and Series 7 exams.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OH
02/04/2025 - Present
Morgan Stanley (Beavercreek OH)
OH
04/25/2011 - 10/15/2018
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
06/01/2009 - 04/11/2011
MORGAN STANLEY SMITH BARNEY (DUBLIN OH)
OH
02/03/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (DUBLIN OH)
OH
12/05/2007 - 12/23/2008
CITIGROUP GLOBAL MARKETS INC. (COLUMBUS OH)
IA
Issued 11/09/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 12/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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