Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelby? Claim Your ProfileShelby Deneen is an Investment Advisor Representative at Fisher Investments. Shelby is licensed in Washington and Texas. Shelby has been in the financial industry for over 7 years. Shelby earned the Series 65 license in March of 2021. Shelby has experience working with individuals, high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, investment companies, charitable organizations, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
03/16/2021 - Present
Fisher Investments (PLANO TX)
IA
Issued 03/16/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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