Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelley? Claim Your ProfileShelley Louise Gill is a financial advisor at Wells Fargo Clearing Services, LLC, with over 25 years of experience in the financial services industry. Shelley is a Registered Representative and Investment Advisor Representative licensed in California and Texas. Shelley has a broad range of experience, having previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Dean Witter Reynolds Inc. Shelley is dedicated to providing personalized financial advice and investment management services to her clients.
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
CA
02/01/2023 - Present
Wells Fargo Clearing Services, LLC (SAN LUIS OBISPO CA)
CA
12/06/2005 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (BAKERSFIELD CA)
NY
10/30/2003 - 11/29/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CA
05/02/2001 - 10/14/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
02/10/1998 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NY
08/20/1996 - 02/02/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 08/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 08/19/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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