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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelby? Claim Your ProfileShelby Mulberger is a financial advisor at Morgan Stanley with over 30 years of experience in the industry. Shelby has worked at a number of firms throughout her career, including Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, and Keystone Brokerage, Inc.. Shelby is a Series 7, Series 24, Series 31, and Series 63 licensed professional. Shelby is registered with the Securities and Exchange Commission (SEC) and is a member of FINRA. Shelby provides a range of financial services to individuals, businesses, and institutions, including investment management, financial planning, and asset allocation advice.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
PA
04/23/2020 - Present
Morgan Stanley (WILLIAMSPORT PA)
PA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MOUNTOURSVILLE PA)
PA
07/25/2003 - 04/02/2007
MORGAN STANLEY DW INC. (MOUNTOURSVILLE PA)
NY
05/09/2000 - 07/30/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
PA
04/15/1986 - 04/24/2000
KEYSTONE BROKERAGE, INC. (WILLIAMSPORT PA)
IA
Issued 06/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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