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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shanna? Claim Your ProfileShanna Wexelblatt is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Shanna has been in the industry since 2014 and holds the Series 7, Series 66, and SIE licenses. Shanna has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. In addition to her work as an investment advisor, Shanna is also an independent contractor as an audio engineer.
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.
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.
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
NV
05/24/2024 - Present
Fidelity Personal AND Workplace Advisors (RENO NV)
NV
02/21/2024 - 05/10/2024
EMPOWER FINANCIAL SERVICES, INC. (Sparks NV)
NV
05/09/2022 - 10/17/2023
FIRST COMMAND BROKERAGE SERVICES, INC. (RENO NV)
NV
07/17/2018 - 03/03/2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (RENO NV)
NV
08/30/2016 - 06/19/2018
WELLS FARGO CLEARING SERVICES, LLC (RENO NV)
CA
03/30/2015 - 04/25/2016
SECURIAN FINANCIAL SERVICES, INC. (NEWPORT BEACH CA)
CA
04/23/2014 - 12/11/2014
EDWARD JONES (FOOTHILL RANCH CA)
BOTH
Issued 06/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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