Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelby? Claim Your ProfileShelby Masen is a registered representative and investment advisor representative with LPL Financial LLC, a firm that has been in business for many years. Shelby has been working in the financial industry since November of 2019, starting with Sigma Financial Corporation. In 2022, Shelby joined Masen Paich Wealth Management, a DBA for LPL Business, and has been working there since. Shelby holds a Series 7, Series 66, and a SIE license and provides financial advice for a wide range of clients, including individuals, businesses, corporations, high-net-worth individuals, and charitable organizations. Shelby's experience and qualifications enable her to provide clients with comprehensive financial planning and investment management services.
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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CA
08/21/2023 - Present
LPL Financial LLC (SAN DIEGO CA)
MI
11/26/2019 - 08/21/2023
SIGMA FINANCIAL CORPORATION (CLINTON TWP MI)
BOTH
Issued 08/21/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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