Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelley? Claim Your ProfileShelley Echeverria is a financial professional with over 20 years of experience in the financial services industry. Shelley is currently registered with Park Avenue Securities LLC and Park Avenue Investment Advisory, LLC in Arizona. Shelley has experience working with a variety of clients, including individuals, families, businesses, and non-profit organizations. Shelley's primary focus is providing financial planning and investment management services. Shelley holds Series 7, 63, 66, and 24 licenses. Shelley has been a licensed real estate agent in Arizona since 2006.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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AZ
11/27/2020 - Present
Park Avenue Securities LLC (SCOTTSDALE AZ)
AZ
08/09/2017 - 11/04/2020
LPL FINANCIAL LLC (PHOENIX AZ)
AZ
02/02/2017 - 06/08/2017
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
02/02/2017 - 06/08/2017
USAA INVESTMENT MANAGEMENT COMPANY (Phoenix AZ)
MA
02/02/2012 - 12/12/2016
MSI FINANCIAL SERVICES, INC. (SPRINGFIELD MA)
NY
02/02/2012 - 07/05/2016
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
NY
02/02/2012 - 01/02/2015
NEW ENGLAND SECURITIES (NEW YORK NY)
CA
02/02/2012 - 09/05/2013
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
CA
07/19/2005 - 09/05/2013
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
RI
01/24/2001 - 06/14/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 04/29/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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