Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelley? Claim Your ProfileShelley Magnani is a financial advisor with LPL Financial LLC. Shelley has been in the financial services industry since 1992. Shelley is a Certified Financial Planner and is registered with the state of Iowa as an Investment Advisor Representative. Shelley has experience with various investment products and services and specializes in working with individuals, businesses, and retirement plans. Shelley's office is located in Ames, Iowa and she also works out of a branch office in Fort Dodge, Iowa.
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.
Consulting and other non-discretionary advisory services
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.
1
2
IA
01/05/2004 - Present
LPL Financial LLC (AMES IA)
TN
07/31/2001 - 12/31/2003
PFIC SECURITIES CORPORATION (FRANKLIN TN)
MN
09/01/1994 - 07/27/2001
BRENTON INVESTMENTS, INC. (PLYMOUTH MN)
NJ
11/13/1992 - 09/01/1994
ELAN INVESTMENT SERVICES, INC. (MORRIS PLAINS NJ)
IA
07/08/1991 - 04/07/1992
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BC
Issued 05/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1993
Series 7 - General Securities Representative Examination
BC
Issued 07/05/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Shelley Magnani is the right advisor for you? Invested Better is here to help.
