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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 R. Cairns is a financial advisor with Morgan Stanley, a well-known financial services firm. Shelley has been in the financial services industry since 1998 and has held prior positions with UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Shelley has a Series 7, Series 66, and a SIE license. Shelley is registered as a broker-dealer in multiple states. She is a registered Investment Advisor representative in California and Texas. Shelley specializes in asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisors. Shelley provides portfolio management services for individuals, businesses, and investment companies.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
01/06/2022 - Present
Morgan Stanley (Walnut Creek CA)
CA
08/31/2015 - 12/16/2021
UBS FINANCIAL SERVICES INC. (WALNUT CREEK CA)
CA
06/10/2011 - 08/27/2015
MORGAN STANLEY (ORINDA CA)
CA
05/26/2006 - 06/20/2011
UBS FINANCIAL SERVICES INC. (WALNUT CREEK CA)
CA
01/28/1998 - 06/02/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALNUT CREEK CA)
BOTH
Issued 11/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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