Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelley? Claim Your ProfileShelley Reeves is a registered investment advisor representative with Private Advisor Group, LLC. Shelley has been working in the financial services industry since 1997 and has extensive experience providing financial advice to individuals, families, and businesses. Shelley is dedicated to helping her clients achieve their financial goals through personalized financial planning, investment management, and retirement planning services. Shelley Reeves is registered with FINRA and several states, including California.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
CA
10/19/2021 - Present
Private Advisor Group, LLC (Vista CA)
CA
03/16/2018 - 02/18/2020
INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)
CA
10/02/2009 - 03/27/2018
LPL FINANCIAL LLC (VISTA CA)
CA
06/23/2009 - 10/15/2009
MORGAN STANLEY SMITH BARNEY (RANCHO BERNARDO CA)
CA
01/04/2006 - 04/28/2009
WELLS FARGO INVESTMENTS, LLC (MURRIETA CA)
MN
01/01/2001 - 12/16/2005
MILLER JOHNSON STEICHEN KINNARD, INC. (MINNEAPOLIS MN)
MN
05/26/1998 - 01/01/2001
MILLER, JOHNSON & KUEHN, INCORPORATED (MINNEAPOLIS MN)
MN
05/19/1997 - 05/19/1998
DOUGHERTY SUMMIT SECURITIES LLC (MINNEAPOLIS MN)
MN
01/13/1997 - 05/29/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/13/1997 - 05/29/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/24/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/20/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/17/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/10/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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