Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelby? Claim Your ProfileShelby Beth tatz Shelby is a financial advisor with Fiduciary Family Office, LLC. Shelby has been in the industry since 2013 and holds the Series 66, Series 7 and SIE licenses. Shelby is a Certified Financial Planner and specializes in Financial Planning, Portfolio Management for Individuals and Businesses, and Selection of Other Advisors. Shelby has worked with Goldman Sachs & Co. and Farther Finance Advisors, LLC in the past.
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.
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.
Family office services
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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FL
11/20/2023 - Present
Fiduciary Family Office, LLC (BOCA RATON FL)
FL
11/23/2015 - 06/30/2017
GOLDMAN SACHS & CO. LLC (MIAMI FL)
BOTH
Issued 12/21/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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