Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelby? Claim Your ProfileShelby Rose Hayes is a registered investment advisor representative with Assetmark, Inc. Shelby is based in Concord, California. Shelby is a licensed investment advisor in Texas. Shelby has been in the financial services industry since December 2017. Shelby holds Series 6, Series 63, Series 65, and SIE licenses. Shelby also has experience in investment company products/variable contracts, securities, and investment advisory services.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
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2
CA
01/08/2021 - Present
Assetmark, Inc. (CONCORD CA)
BC
Issued 03/26/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/12/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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