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Shelley Renee Borm

Pruco Securities, LLC

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About Shelley Renee Borm

Shelley Renee Borm is a financial advisor with Pruco Securities, LLC. Shelley has been in the industry since 2014. Shelley's professional experience includes working with J.P. MORGAN SECURITIES LLC and JPMorgan Chase Bank. Shelley is registered with the state of Florida as both a Broker and an Investment Advisor.

Firm Information

Shelley Borm is currently registered with Pruco Securities, LLC. Pruco Securities, LLC is a Limited Liability Company formed in 2003 and headquartered in Newark, NJ. The firm provides investment advisory services including selection of other advisers. They primarily serve high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and trust and estate accounts. Pruco Securities, LLC is registered with the SEC and all 50 states and has over 113,000 accounts under management.
Pruco Securities, LLC

751 BROAD STREET

NEWARK, NJ 07102-3777

$16.38B

Assets Under Management

2,286

Total Clients

3,605

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

Fee Structure

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.

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other

Compensation from lpl enterprise, llc

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Shelley Borm’s Registration & Firm History

FL

02/03/2020 - Present

Pruco Securities, LLC (TAMPA FL)

FL

05/28/2014 - 02/08/2017

J.P. MORGAN SECURITIES LLC (TAMPA FL)

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Licenses & Designations

IA

Issued 01/29/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/28/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shelley Renee Borm.
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