Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelby? Claim Your ProfileShelby Jean Smith is a financial advisor who has been in the industry since 2001. Shelby is currently registered with International Assets Advisory, LLC and has previously worked with SunTrust Investment Services, Inc. and Charles Schwab & Co., Inc. Shelby holds Series 7 and Series 63 licenses as well as the SIE exam. Shelby's specializations include retirement planning, college savings, and estate 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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
06/23/2008 - Present
International Assets Advisory, LLC (ORLANDO FL)
FL
12/20/2007 - 04/18/2008
SUNTRUST INVESTMENT SERVICES, INC. (ORLANDO FL)
FL
01/18/2001 - 05/15/2006
CHARLES SCHWAB & CO., INC. (ORLANDO FL)
NA
07/21/1987 - 01/24/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
BC
Issued 02/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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