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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 Greenwood-lafoe is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Shelley has been in the financial industry since 1994. Shelley is a Registered Representative and Investment Advisor Representative. Shelley is registered to provide investment advisory services in Florida, Texas and Vermont. Shelley is licensed to conduct securities transactions in 30 states. Shelley has experience working for WELLS FARGO CLEARING SERVICES, LLC and SUNTRUST INVESTMENT SERVICES, INC. and SUNTRUST SECURITIES, INC. Shelley's current branch office is located in LAKEWOOD RANCH, FL. Shelley's office address is 6310 CAPITAL DRIVE, STE 120, LAKEWOOD RANCH, FL, 34202.
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.
Investment consulting services to institutional clients
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.
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2
FL
07/30/2024 - Present
Wells Fargo Advisors Financial Network, LLC (LAKEWOOD RANCH FL)
FL
07/18/2005 - 04/04/2024
WELLS FARGO CLEARING SERVICES, LLC (LAKEWOOD RANCH FL)
GA
01/04/1996 - 06/24/2005
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
10/29/1993 - 12/19/1994
SUNTRUST SECURITIES, INC. (ATLANTA GA)
BOTH
Issued 10/22/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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