Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelley? Claim Your ProfileShelley Schudlich is an investment advisor representative at Stifel, Nicolaus & Company, Inc. Shelley is licensed in Florida, Michigan, and Texas. Shelley has been in the industry since 1988. Shelley is a Series 7 and Series 63 licensed representative.
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.
1
2
MI
01/06/2020 - Present
Stifel, Nicolaus & Company, Inc. (SAINT CLAIR MI)
MI
03/05/1999 - 07/13/2018
OPPENHEIMER & CO. INC. (PORT HURON MI)
OH
06/19/1992 - 03/10/1999
FIFTH THIRD/THE OHIO COMPANY (CINCINNATI OH)
MI
05/08/1989 - 08/10/1992
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
NA
05/26/1988 - 12/17/1988
OBERWEIS SECURITIES, INC.
NA
11/20/1987 - 03/23/1988
CAPITAL STRATEGY CORP.
NA
04/29/1987 - 09/19/1987
PRUDENTIAL-BACHE SECURITIES INC.
IA
Issued 11/21/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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