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Shelley Sue Whitnack

Hudock Capital Group

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About Shelley Sue Whitnack

Shelley Sue Whitnack is a registered investment advisor representative with Hudock Capital Group. Shelley has been in the financial services industry since 2001 and has a strong track record of success. Shelley is dedicated to providing personalized financial planning and investment management services to individuals, families, and businesses. Shelley holds the Series 6, 7, 63 and 65 licenses as well as the SIE exam.

Firm Information

Shelley Whitnack is currently registered with Hudock Capital Group. Hudock Capital Group, LLC is an investment advisor headquartered in Williamsport, Pennsylvania, with approximately $747 million in regulatory assets under management. The firm specializes in financial planning and portfolio management services for high-net-worth individuals, corporations, and charitable organizations. Hudock Capital Group offers wrap fee programs and provides investment advisory services to a diverse clientele, including individuals, businesses, and non-profit organizations.
Hudock Capital Group

400 MARKET STREET

WILLIAMSPORT, PA 17701

$747.23M

Assets Under Management

Not reported

Total Clients

9

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Shelley Whitnack’s Registration & Firm History

PA

05/03/2012 - Present

Hudock Capital Group (WILLIAMSPORT PA)

PA

05/05/2009 - 03/21/2011

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (WILLIAMSPORT PA)

OR

07/20/2001 - 04/13/2009

PRINCOR FINANCIAL SERVICES CORPORATION (MEDFORD OR)

AZ

04/03/2001 - 06/08/2001

SENTRA SECURITIES CORPORATION (PHOENIX AZ)

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Licenses & Designations

IA

Issued 10/08/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/02/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/25/2003

Series 7 - General Securities Representative Examination

BC

Issued 04/02/2001

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 Sue Whitnack.
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