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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelley? Claim Your ProfileShelley Lynn Abusukheila is a registered investment advisor with Wells Fargo Clearing Services, LLC. Shelley is licensed to provide investment advice in Oregon, Texas and Washington. Shelley has been in the financial services industry for over a year. Shelley has passed the Series 7TO, SIE and Series 66 exams. Shelley's primary focus is on providing portfolio management services to both individuals and businesses. She has experience working with high-net-worth individuals, corporations, and charitable organizations. Shelley's background includes experience in real estate and consulting, and she holds a degree from the University of Oregon.
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.
1
2
WA
03/11/2022 - Present
Wells Fargo Clearing Services, LLC (VANCOUVER WA)
BOTH
Issued 03/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/31/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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