Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelby? Claim Your ProfileShelby Lake Anderson is a registered representative and investment advisor representative with Osaic Wealth, Inc. located in Centerville, OH. Shelby is active in the industry since October 1999. Shelby has experience in a variety of financial service fields including life, disability, and long-term care insurance. Shelby currently holds licenses in Series 7, Series 52, Series 63 and Series 65. In addition to the licenses, Shelby has also passed the SIE Exam. Shelby holds registrations in 16 states, including Ohio, California, Florida, Illinois, Indiana, Iowa, Kentucky, Missouri, Montana, Nevada, New Jersey, North Carolina, South Carolina, Tennessee and West Virginia.
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.
1
2
OH
01/06/2017 - Present
Osaic Wealth, Inc. (CENTERVILLE OH)
OH
09/12/2014 - 01/18/2017
STERNE AGEE FINANCIAL SERVICES, INC. (CENTERVILLE OH)
OH
01/25/2008 - 09/12/2014
WRP INVESTMENTS, INC. (CENTERVILLE OH)
OH
10/14/1999 - 01/30/2008
H&R BLOCK FINANCIAL ADVISORS, INC. (WASHINGTON TOWNSHIP OH)
IA
Issued 07/09/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/13/1999
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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