Unclaimed
Shelby Sutter is a registered investment advisor representative with Hightower Advisors, LLC. Shelby has been in the securities industry since 2016 and is licensed to provide advisory services in Nevada. Shelby has a Series 7, Series 63, and Series 66 license. She also holds the Securities Industry Essentials Examination (SIE) designation. Prior to joining Hightower Advisors, Shelby was with WELLS FARGO CLEARING SERVICES, LLC.
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.
Guidance on pension options to ensure a secure financial future.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
NV
01/07/2025 - Present
Hightower Advisors, LLC (Henderson NV)
NV
01/11/2016 - 01/02/2018
WELLS FARGO CLEARING SERVICES, LLC (LAS VEGAS NV)
BOTH
Issued 03/24/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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