Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelley? Claim Your ProfileShelley Aguirre is an Investment Advisor Representative at Ameriprise Financial Services, LLC in Dallas, Texas. Shelley has been working in the financial industry since 2003. She holds Series 7, Series 66, and SIE licenses and is currently registered with FINRA and the state of Texas. Shelley has a wealth of experience in helping individuals and families with their financial planning needs. Shelley's specialties include asset allocation, financial planning, pension consulting, educational seminars, 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.
Asset allocation services
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.
1
2
TX
02/22/2023 - Present
Ameriprise Financial Services, LLC (Dallas TX)
CT
01/01/2019 - 03/30/2022
VOYA FINANCIAL PARTNERS, LLC (WINDSOR CT)
TX
07/12/2011 - 06/26/2017
NEWPORT GROUP SECURITIES, INC. (Dallas TX)
TX
02/07/2006 - 05/05/2011
CLARK SECURITIES, INC. (DALLAS TX)
MN
08/15/2001 - 01/04/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
08/15/2001 - 01/04/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/16/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Shelley Aguirre is the right advisor for you? Invested Better is here to help.
