Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelby? Claim Your ProfileShelby Leigh Ferrini is a financial professional with over 7 years of experience in the industry. Shelby is currently registered with USAA Investment Services Co. in Phoenix, Arizona. Prior to joining USAA Investment Services Co., Shelby worked with USAA FINANCIAL ADVISORS, INC. Shelby's areas of expertise include providing referrals. Shelby holds Series 7, 24, 51, and 66 securities licenses.
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.
Referrals
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.
Referral fees pursuant to a referral agreement
1
2
AZ
06/08/2020 - Present
Usaa Investment Services Co. (Phoenix AZ)
AZ
03/26/2013 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
BOTH
Issued 08/27/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2016
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/31/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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