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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelley? Claim Your ProfileShelley Anderson Graunke is a financial advisor with over 20 years of experience in the industry. Shelley is currently registered with Morgan Stanley in Farmington Hills, MI and has been with the firm since June 2009. Previously, Shelley was registered with CITIGROUP GLOBAL MARKETS INC. from 2000 to 2009. Shelley has been active in the industry since 2000. Shelley is a Series 7, Series 63 and Series 65 licensed advisor, Shelley holds the Securities Industry Essentials Examination (SIE) certification. Shelley is registered with the state of Texas and Michigan as an Investment Advisor Representative.
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
MI
08/24/2011 - Present
Morgan Stanley (Farmington Hills MI)
MI
04/25/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (FARMINGTON MI)
IA
Issued 06/11/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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