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Shanell Jeffrey

Commonwealth Financial Services

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About Shanell Jeffrey

Shanell Jeffrey is a financial advisor with Commonwealth Financial Services located in Parkersburg, WV. Shanell has over 15 years of experience in the financial services industry. Prior to joining Commonwealth Financial Services, Shanell was a financial advisor with Securities America, Inc. and LPL Financial. Shanell is a Registered Representative and holds the Series 66, Series 7 and SIE licenses. She specializes in working with individuals, corporations, and charitable organizations. Shanell provides a variety of financial planning services, including investment management, retirement planning, and estate planning.

Firm Information

Shanell Jeffrey is currently registered with Commonwealth Financial Services. Commonwealth Financial Services is a financial advisor headquartered in PARKERSBURG, WV. They have 9 licensed agents, 16 investment adviser representatives, and 11 investment advisory functions. The firm manages $649,546,505 in regulatory assets under management for 2,148 clients. Commonwealth Financial Services provides financial planning, pension consulting, and other advisory services. They serve individuals, businesses, and institutions.
Commonwealth Financial Services

585 COLLEGE PARKWAY

PARKERSBURG, WV 26104

$649.55M

Assets Under Management

4

Total Clients

15

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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lending services and financial institution consulting services

Lending services and financial institution consulting services

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Shanell Jeffrey’s Registration & Firm History

WV

04/14/2023 - Present

Commonwealth Financial Services (PARKERSBURG WV)

OH

06/01/2017 - 04/06/2023

SECURITIES AMERICA, INC. (ST. CLAIRSVILLE OH)

WV

04/18/2012 - 06/06/2017

LPL FINANCIAL LLC (PARKERSBURG WV)

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Licenses & Designations

BOTH

Issued 07/06/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/17/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shanell Jeffrey.
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