Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelby? Claim Your ProfileShelby Lee Meyer is an Investment Advisor Representative at Edelman Financial Engines. Shelby has been in the financial industry for over 30 years and has a wide range of experience, having previously worked at firms such as TD Ameritrade, Wachovia Securities, and Charles Schwab. Shelby is registered with the state of 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.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
SC
05/26/2022 - Present
Edelman Financial Engines (JOHNS ISLAND SC)
NE
12/10/2007 - 04/04/2018
TD AMERITRADE, INC. (OMAHA NE)
GA
04/18/2007 - 11/01/2007
WACHOVIA SECURITIES, LLC (DECATUR GA)
TX
12/09/1993 - 11/10/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
11/03/1989 - 11/18/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
GA
06/20/1989 - 09/21/1989
THE PLANNER'S SECURITIES GROUP, INC. (ATLANTA GA)
BOTH
Issued 07/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2012
Series 24 - General Securities Principal Examination
BC
Issued 06/03/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 04/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Shelby Meyer is the right advisor for you? Invested Better is here to help.
