Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelley? Claim Your ProfileShelley Moffatt is a financial advisor at Madison Partners, a firm with offices in Waunakee and Madison, Wisconsin. Shelley has been in the financial services industry since 1996, with experience at Edward Jones, U.S. Bancorp Investments, Inc., and U.S. Bancorp Securities. Shelley is registered to provide investment advice in Wisconsin.
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.
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.
A percentage of the total value of assets under management is charged.
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2
WI
12/15/2023 - Present
Madison Partners (WAUNAKEE WI)
WA
05/22/1998 - 12/19/2023
EDWARD JONES (KENT WA)
MN
09/03/1997 - 01/23/1998
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
OR
12/20/1996 - 09/03/1997
U.S. BANCORP SECURITIES (PORTLAND OR)
BOTH
Issued 02/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/19/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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