Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shanley? Claim Your ProfileShanley Ellars is a financial advisor with over 20 years of experience in the financial services industry. Shanley is currently registered with Raymond James & Associates, Inc., a large brokerage firm with offices across the country. Prior to joining Raymond James, Shanley was a financial advisor at Stancorp Equities, Inc. and Invesmart Securities, LLC, both based in Bellevue, Washington. Shanley holds Series 6 and 63 securities licenses, as well as the Securities Industry Essentials (SIE) exam. Shanley has a deep understanding of the financial markets and is dedicated to providing clients with personalized financial advice and investment strategies.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
06/16/2021 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
WA
01/01/2007 - 12/12/2019
STANCORP EQUITIES, INC. (BELLEVUE WA)
WA
01/25/2001 - 01/01/2007
INVESMART SECURITIES, LLC (BELLEVUE WA)
BC
Issued 11/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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