Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelby? Claim Your ProfileShelby Kay Schiess is a financial advisor registered with J.P. Morgan Securities LLC. Shelby has been in the financial services industry since September 2, 2024 and is currently working as an investment advisor representative. Shelby has a Series 6TO (Investment Company Products/Variable Contracts Representative Examination) and SIE (Securities Industry Essentials Examination) license. Shelby has been registered with FINRA since September 3, 2024.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
WA
09/03/2024 - Present
J.p. Morgan Securities LLC (PULLMAN WA)
BC
Issued 08/30/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/16/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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