Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelby? Claim Your ProfileShelby Summers is a financial professional with over 2 years of experience in the industry. Shelby is currently registered with Foreside Fund Services, LLC and holds the Series 7TO, Series 63, and SIE licenses. Shelby previously worked with State Street Global Advisors Funds Distributors, LLC. Shelby is currently registered in 34 states.
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.
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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FL
02/20/2024 - Present
Foreside Fund Services, LLC (Fort Lauderdale FL)
MA
12/05/2023 - 01/02/2024
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC (BOSTON MA)
BC
Issued 01/20/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/11/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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