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Shelby P Schagrin

Benjamin F. Edwards & Company, Inc.

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About Shelby P Schagrin

Shelby Schagrin is a financial advisor registered with Benjamin F. Edwards & Company, Inc. Shelby has been in the financial industry since May 2013 and is licensed to provide financial advice in all 50 states. Shelby is also a registered representative of FINRA and has passed the Series 63, SIE, and Series 79 examinations. Shelby specializes in providing financial advice to individuals, corporations, and charitable organizations. Shelby's firm offers a variety of financial services including financial planning, pension consulting, and portfolio management.

Firm Information

Shelby Schagrin is currently registered with Benjamin F. Edwards & Company, Inc.. Benjamin F. Edwards & Company, Inc. is a Corporation headquartered in ST. LOUIS, MO, United States. Established in 2008, the firm provides financial planning, pension consulting, educational seminars, and other advisory services. The firm's assets under management are over $13 billion and they have a network of 518 registered representatives serving individual and institutional clients. They are registered with the SEC and in 53 states.
Benjamin F. Edwards & Company, Inc.

ONE NORTH BRENTWOOD BOULEVARD

ST. LOUIS, MO 63105

$13.16B

Assets Under Management

23

Total Clients

493

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Shelby Schagrin’s Registration & Firm History

MO

05/22/2013 - Present

Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)

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Licenses & Designations

BC

Issued 07/13/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/2013

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shelby P Schagrin.
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