Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelley? Claim Your ProfileShelley Lynne Iverson is an investment advisor representative with Kovack Advisors, Inc. Shelley has been in the financial industry since 1997 and is registered with the Financial Industry Regulatory Authority (FINRA) as a broker-dealer. Shelley is also registered as an investment advisor representative in the state of Florida, Georgia, and Michigan. Shelley's current employment is with Kovack Advisors, Inc. Previously, Shelley was employed with First Allied Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Fifth Third Securities, Inc., McDonald Investments Inc., Intersecurities, Inc., CUNA Brokerage Services, Inc., Roney & Co., and Roney & Co. L.L.C. Shelley has a strong background in the financial industry and is committed to providing her clients with the highest level of service and expertise.
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.
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.
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2
FL
01/01/2025 - Present
Kovack Advisors, Inc. (FT. LAUDERDALE FL)
FL
04/28/2006 - 05/28/2015
FIRST ALLIED SECURITIES, INC. (St. Johns FL)
FL
12/17/2003 - 05/04/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BONITA SPRINGS FL)
OH
09/19/2001 - 12/15/2003
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
01/12/2001 - 09/07/2001
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
FL
08/31/2000 - 12/22/2000
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
05/08/1999 - 08/31/2000
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
MI
05/11/1998 - 05/05/1999
RONEY & CO. (DETROIT MI)
MI
03/26/1997 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
BOTH
Issued 01/06/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 03/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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