Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelley? Claim Your ProfileShelley Smyth Turner is a financial advisor with Wells Fargo Clearing Services, LLC. Shelley has been in the financial services industry since 1983. Shelley is licensed to provide investment advice in Texas and has offices in Frisco and Richardson, Texas. Shelley is a registered representative with FINRA and holds the Series 63, Series 65, Series 7 and SIE licenses. Shelley has experience with individuals, high-net-worth individuals, corporations, businesses, charitable organizations, pension plans, and insurance 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.
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
TX
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (FRISCO TX)
TX
11/23/1994 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PLANO TX)
NY
12/21/1983 - 12/16/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 12/29/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Shelley Turner is the right advisor for you? Invested Better is here to help.
