Unclaimed
Shelby Reeves is a financial advisor who is registered with the state of Minnesota. Shelby currently works for PGIM Investments LLC and has been in the industry since 2016. Shelby has experience with William Blair, AllianceBernstein Investments, Inc., Franklin Distributors, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Shelby has a Series 7 and Series 66 license.
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.
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.
Strategic management for diversified investment portfolios.
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.
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.
1
2
MN
12/16/2022 - Present
Pgim Investments LLC (Golden Valley MN)
FL
01/15/2019 - 12/12/2022
FRANKLIN DISTRIBUTORS, LLC (St. Petersburg FL)
TN
08/21/2018 - 01/18/2019
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NASHVILLE TN)
NY
05/08/2017 - 08/07/2018
WILLIAM BLAIR (NEW YORK NY)
NY
10/11/2016 - 05/08/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 02/16/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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