Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelby? Claim Your ProfileShelby David Morgan is a financial advisor with over 30 years of experience in the industry. Shelby has held Series 7 and Series 63 licenses since 1987 and is currently registered with Valmark Advisers, Inc. and W3 Wealth Advisors, LLC. Shelby has held several positions in the industry, including a partnership role with W3 Wealth Management, LLC, and a previous role with MML Investors Services, Inc. Shelby is a partner and owner of Crescendo Capital, LLC, W3 Global, LLC, and W3 Global Accounting, LLC, and has a 27% ownership in W3 Financial Group. Shelby is also involved in the community as a board member of the Great Trail Council of the Boy Scouts of America. Shelby's specializations include portfolio management for individuals, businesses, and investment companies, pension consulting, and financial planning.
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.
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.
Strategic management for diversified investment portfolios.
Consulting
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
04/21/1999 - Present
Valmark Advisers, Inc. (AKRON OH)
MN
02/12/1992 - 09/19/1997
MIMLIC SALES CORPORATION (ST. PAUL MN)
MA
02/18/1988 - 01/22/1992
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
10/30/1987 - 01/04/1988
M.D. POITINGER AND CO., INC.
BC
Issued 01/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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