Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelby? Claim Your ProfileShelby Peltier is an investment advisor representative associated with Truist Advisory Services, Inc. Shelby has been in the financial services industry since May 2014. The advisor holds licenses for Florida and has passed the Uniform Securities Agent State Law Examination, and the Uniform Combined State Law Examination. Shelby has experience working with individual investors, high-net-worth individuals, corporations, and charitable organizations. The advisor specializes in financial planning, portfolio management, 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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
FL
11/14/2024 - Present
Truist Advisory Services, Inc. (FORT MYERS FL)
Active
Inactive
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