Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelley? Claim Your ProfileShelley Kellner Smith is a registered representative with GWN Securities Inc. and has been in the financial services industry since March 7, 2022. She holds a Series 63, Series 6TO and SIE license. Her primary office is located in Lampasas, Texas. GWN Securities Inc. is a financial services firm with offices in Palm Beach Gardens, Florida. The firm has over 755 licensed agents and 455 Investment Adviser Representatives and provides a variety of services, including financial planning, portfolio management, and market timing services.
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.
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.
In lieu of hourly fee, ia can charge a flat fee
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2
TX
03/07/2022 - Present
GWN Securities Inc. (LAMPASAS TX)
BC
Issued 04/22/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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