Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelley? Claim Your ProfileShelley Spaner is a financial professional with over 18 years of experience in the industry. Shelley currently holds a position at Citigroup Global Markets Inc. Previously, Shelley was employed by Macquarie Capital (USA) Inc., State Street Global Markets, LLC, BNP Paribas Securities Corp. and Barclays Capital Inc. Shelley has earned the Series 7, Series 3 and SIE licenses.
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.
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 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.
A percentage of the total value of assets under management is charged.
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2
NY
03/07/2023 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
TX
07/28/2020 - 10/07/2022
MACQUARIE CAPITAL (USA) INC. (HOUSTON TX)
NY
06/05/2018 - 06/09/2020
STATE STREET GLOBAL MARKETS, LLC (NEW YORK NY)
NY
04/23/2015 - 05/21/2018
BNP PARIBAS SECURITIES CORP. (NEW YORK NY)
NY
11/24/2014 - 04/21/2015
BARCLAYS CAPITAL INC. (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/28/1995
Series 3 - National Commodity Futures Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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