Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelley? Claim Your ProfileShelley Maxted is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Shelley has over 30 years of experience in the financial services industry. Shelley is registered to provide investment advice in 16 states. Shelley provides a range of services to individual and institutional clients, including financial planning, portfolio management, and investment consulting.
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
OK
05/06/2021 - Present
Wells Fargo Advisors Financial Network, LLC (OKLAHOMA CITY OK)
OK
09/14/2012 - 05/06/2021
WELLS FARGO CLEARING SERVICES, LLC (OKLAHOMA CITY OK)
FL
01/25/1995 - 06/08/1995
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
SC
01/30/1994 - 02/17/1995
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
10/22/1992 - 01/12/1994
KINGLAND CAPITAL CORPORATION
BOTH
Issued 09/20/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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