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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 Scalise is a financial advisor with Fidelity Personal And Workplace Advisors. Shelley has been in the financial services industry since April 16, 2000. Shelley is registered with the state of Pennsylvania as an Investment Adviser Representative and in Texas as an Investment Adviser Representative. Shelley has held previous positions with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, LPL FINANCIAL LLC, PNC INVESTMENTS, NATCITY INVESTMENTS, INC., J.J.B. HILLIARD, W.L. LYONS, INC., and PNC BROKERAGE CORP.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
PA
02/16/2023 - Present
Fidelity Personal AND Workplace Advisors (CRANBERRY TOWNSHIP PA)
PA
07/06/2015 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PITTSBURGH PA)
PA
11/18/2010 - 06/18/2015
LPL FINANCIAL LLC (PITTSBURGH PA)
PA
11/13/2009 - 11/05/2010
PNC INVESTMENTS (JEANNETTE PA)
PA
09/15/2003 - 11/13/2009
NATCITY INVESTMENTS, INC. (GREENSBURG PA)
KY
04/21/1999 - 09/22/2003
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
09/03/1998 - 04/21/1999
PNC BROKERAGE CORP (PITTSBURGH PA)
IA
Issued 12/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/2/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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