Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelby? Claim Your ProfileShelby Lynne White is a financial professional with over 18 years of experience in the industry. Shelby is currently registered with Newedge Securities, Inc. in Pittsburgh, PA. Shelby has previously held positions at Prudential Investment Management Services LLC and Prudential Retirement Brokerage Services, Inc.. Shelby holds the Series 6, 63, and 6TO licenses and the SIE exam.
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.
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.
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2
PA
04/24/2020 - Present
Newedge Securities, Inc. (PITTSBURGH PA)
IA
04/20/2019 - 05/31/2019
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (DUBUQUE IA)
IA
12/06/2004 - 07/10/2013
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (DUBUQUE IA)
CT
08/25/2004 - 12/06/2004
PRUDENTIAL RETIREMENT BROKERAGE SERVICES, INC. (HARTFORD CT)
BC
Issued 07/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/17/2019
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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