Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelby? Claim Your ProfileShelby Lodini is a financial professional with experience in the financial services industry. Shelby is currently registered with Pacific Select Distributors, LLC and holds Series 63, Series 6TO and SIE licenses. Shelby is also registered with the state of New York. Shelby was previously registered with NYLIFE Securities LLC.
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.
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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NE
04/19/2023 - Present
Pacific Select Distributors, LLC (OMAHA NE)
NY
01/14/2023 - 04/20/2023
NYLIFE SECURITIES LLC (WHITE PLAINS NY)
BC
Issued 03/24/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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