Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelby? Claim Your ProfileShelby Bo Smith is a registered representative with LPL Financial LLC. Shelby is licensed in Indiana and Illinois and is also registered as an investment advisor representative in Indiana. Shelby has been in the financial services industry since 2021 and is an active member of the industry. Shelby has passed the Series 7TO, SIE, and Series 66 exams and offers a wide range of services, including financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors. Shelby is dedicated to providing her clients with the highest level of service and helping them achieve their financial goals.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IN
11/16/2022 - Present
LPL Financial LLC (EVANSVILLE IN)
BOTH
Issued 11/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/14/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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