Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelby? Claim Your ProfileShelby Greene Newhouse-smith is a financial advisor with over 10 years of experience in the financial services industry. Shelby is currently registered with Investment Distributors, Inc. and holds Series 6, 63, 26, SIE and 6TO licenses. Shelby has previously worked with Concourse Financial Group Securities, Inc. and ProEquities, Inc. Shelby is licensed to provide financial advice and sell securities in South Carolina.
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.
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.
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2
KY
01/03/2022 - Present
Investment Distributors, Inc. (Covington KY)
OH
10/02/2020 - 01/03/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (CINCINNATI OH)
OH
09/29/2010 - 11/10/2017
PROEQUITIES, INC. (CINCINNATI OH)
BC
Issued 10/30/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/02/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/10/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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