Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelley? Claim Your ProfileShelley Horwedel is a financial professional with over 20 years of experience in the financial services industry. Shelley currently works with Calton & Associates, Inc., a firm headquartered in Tampa, Florida, that manages over $1.2 billion in assets. Previously, Shelley was employed by Park Avenue Securities LLC in Fort Myers, Florida. Shelley specializes in financial planning, portfolio management, and pension consulting. Shelley holds Series 6, 63, and SIE licenses. Shelley's client base includes individuals, high-net-worth individuals, and pension and profit-sharing plans.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
09/19/2023 - Present
Calton & Associates, Inc. (TAMPA FL)
FL
06/15/2021 - 09/15/2023
PARK AVENUE SECURITIES LLC (FORT MYERS FL)
FL
06/01/2018 - 04/14/2021
ONEAMERICA SECURITIES, INC. (TAMPA FL)
OH
10/30/2015 - 02/27/2017
MSI FINANCIAL SERVICES, INC. (BROADVIEW HEIGHTS OH)
OH
12/17/2011 - 11/09/2015
FIFTH THIRD SECURITIES, INC. (WESTLAKE OH)
OH
11/05/2009 - 09/26/2011
THE HUNTINGTON INVESTMENT COMPANY (PARMA OH)
OH
05/29/2008 - 11/09/2009
SIGNATOR INVESTORS, INC. (INDEPENDENCE OH)
OH
04/21/2003 - 06/10/2008
METLIFE SECURITIES INC. (BROADVIEW HEIGHTS OH)
OH
04/21/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BROADVIEW HEIGHTS OH)
BC
Issued 01/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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