Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelby? Claim Your ProfileShelby Terrill is an Investment Advisor Representative with Stifel Independent Advisors, LLC located in Hannibal, MO. Shelby has been in the industry for over 15 years and holds the Series 7 and Series 66 licenses. Shelby has prior experience with AXA Advisors, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Shelby also provides Financial Planning, Pension Consulting, Educational Seminars, and Selection of other Advisors.
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.
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
MO
08/30/2019 - Present
Stifel Independent Advisors, LLC (HANNIBAL MO)
IL
08/22/2013 - 06/30/2016
AXA ADVISORS, LLC (SPRINGFIELD IL)
IL
06/20/2011 - 08/30/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (QUINCY IL)
MO
02/14/2008 - 06/21/2011
EDWARD JONES (HANNIBAL MO)
BOTH
Issued 04/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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