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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 Marie Gerber is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Shelley has been in the financial services industry since 1995. Shelley is registered with the state of Arizona. Prior to joining Wells Fargo, Shelley worked at RBC DAIN RAUSCHER INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, SUTRO & CO. INCORPORATED, PRUDENTIAL SECURITIES INCORPORATED, and D.E. FREY & COMPANY, INC. Shelley specializes in investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.
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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AZ
06/27/2006 - Present
Wells Fargo Advisors Financial Network, LLC (SCOTTSDALE AZ)
AZ
08/28/1998 - 07/12/2006
RBC DAIN RAUSCHER INC. (SCOTTSDALE AZ)
NY
07/18/1997 - 07/21/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CA
04/24/1997 - 07/11/1997
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
NY
04/03/1996 - 06/17/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CO
03/04/1996 - 03/21/1996
D.E. FREY & COMPANY, INC. (DENVER CO)
NY
02/02/1995 - 03/08/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 03/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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