Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelley? Claim Your ProfileShelley Ann Stefanits is a financial advisor with Raymond James & Associates, Inc. Shelley has been in the financial industry since 2007. Shelley is registered with the state of Michigan and has a Series 66 license. Shelley is also a Registered Principal. Shelley has worked for several financial institutions including Wells Fargo Advisors, LLC and JPMorgan Securities, LLC. In addition to her experience, Shelley has several designations and specializes in helping a wide variety of clients including individuals, businesses, insurance companies and charitable organizations.
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.
Please see note in schedule d - miscellaneous
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.
1
2
MI
03/06/2018 - Present
Raymond James & Associates, Inc. (Spring Lake MI)
OH
12/02/2014 - 03/13/2018
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
MI
06/27/2012 - 11/05/2014
WELLS FARGO ADVISORS, LLC (HOLLAND MI)
MI
06/17/2011 - 12/06/2011
FIRST HEARTLAND CAPITAL, INC. (WYOMING MI)
MI
05/03/2007 - 05/27/2011
FIFTH THIRD SECURITIES, INC. (MUSKEGON MI)
BOTH
Issued 06/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/15/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/14/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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