Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelbi? Claim Your ProfileShelbi Rae Esparza is a financial advisor with World Equity Group, Inc., located in Houston, Texas. Shelbi Rae has been a financial advisor for over five years, starting with Edward Jones in 2018. Shelbi Rae holds both Series 7 and Series 66 licenses.
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.
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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TX
01/03/2023 - Present
World Equity Group, Inc. (Houston TX)
TX
03/31/2021 - 08/02/2022
EDWARD JONES (HUMBLE TX)
TX
01/22/2018 - 09/06/2019
EDWARD JONES (HUMBLE TX)
BOTH
Issued 02/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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