Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelley? Claim Your ProfileShelley Elizabeth Norris is a financial advisor with over 17 years of experience in the industry. Shelley is currently registered with L.m. Kohn & Co. and has previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley and Citigroup Global Markets Inc. Shelley is a licensed investment advisor and holds the Series 63, 65, 7 and SIE securities licenses. Shelley specializes in providing financial advice and portfolio management services to individuals, corporations, and institutions. Shelley is committed to providing her clients with personalized financial guidance and investment strategies that meet their unique needs.
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.
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.
Flat commission/execution fee
1
2
MI
11/24/2021 - Present
L.m. Kohn & Co. (SAGINAW MI)
MI
11/17/2015 - 11/23/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAGINAW MI)
MI
06/01/2009 - 11/20/2015
MORGAN STANLEY (SAGINAW MI)
MI
03/23/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SAGINAW MI)
IA
Issued 04/08/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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