Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelby? Claim Your ProfileShelby Torres is a financial advisor with Morgan Stanley. Shelby has been in the financial services industry since 2017. She is registered with FINRA as a general securities representative and has a Series 99 license. Shelby is also licensed to sell insurance in the state of Florida. She holds a Series SIE and Series 99 license. Shelby has been an advisor with Morgan Stanley since October 2022. Previously, she was employed by INSIGNEO SECURITIES, LLC and VECTORGLOBAL WMG. Shelby has experience working with individual clients, families, and institutions. She is also an expert in financial planning and portfolio management.
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.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
10/28/2022 - Present
Morgan Stanley (Miami FL)
FL
08/16/2021 - 11/01/2022
INSIGNEO SECURITIES, LLC (MIAMI FL)
FL
05/26/2017 - 08/17/2021
VECTORGLOBAL WMG (MIAMI FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2017
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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