Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelby? Claim Your ProfileShelby Marie Buchanan is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., located in HUNTSVILLE, AL. Shelby has been in the industry since 2023 and has experience with Morgan Stanley, Soles Dance Center, Pure Barre, Elitaire Boutique, RPM Wholesale, Troy University, Huntsville High School, AE Wealth Management, LLC, Echo Nutrition, Lake Bryn Mawr Camp, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Tile and Stone Market, WG Financial Group, and Bank of America, N.A. Shelby has passed the Uniform Combined State Law Examination (Series 66) and the General Securities Representative Examination (Series 7TO) and the Securities Industry Essentials Examination (SIE). Shelby is registered to provide investment advice in Alabama and Tennessee.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AL
12/18/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HUNTSVILLE AL)
AL
08/12/2023 - 06/20/2024
MORGAN STANLEY (Huntsville AL)
BOTH
Issued 01/06/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/12/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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