Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelley? Claim Your ProfileShelley Renee Armijo is a financial professional with over 15 years of experience in the industry. Shelley is currently registered with UBS Financial Services Inc. in Boulder, CO and is also licensed to provide financial advice in Colorado and Nevada. Prior to joining UBS, Shelley held positions at various firms including PURSHE KAPLAN STERLING INVESTMENTS, MORGAN STANLEY, CITIGROUP GLOBAL MARKETS INC., and A. G. EDWARDS & SONS, INC.
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.
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.
See schedule d - miscellaneous
1
2
CO
07/15/2020 - Present
UBS Financial Services Inc. (BOULDER CO)
CO
05/13/2019 - 06/19/2020
PURSHE KAPLAN STERLING INVESTMENTS (Highlands CO)
CO
06/01/2009 - 05/15/2017
MORGAN STANLEY (GREENWOOD VILLAGE CO)
CO
04/20/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ENGLEWOOD CO)
CO
02/12/2007 - 04/15/2009
UBS FINANCIAL SERVICES INC. (DENVER CO)
CO
11/16/2006 - 01/17/2007
A. G. EDWARDS & SONS, INC. (DENVER CO)
BOTH
Issued 04/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/15/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2006
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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