Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelley? Claim Your ProfileShelley Titus is a financial advisor with over 20 years of experience in the industry. Shelley is currently registered with Raymond James & Associates, Inc. and has held previous positions with Deutsche Bank Securities Inc., Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Morgan Stanley DW Inc., and Wien Securities Corp. Shelley's expertise spans a wide range of financial services, including portfolio management, financial planning, pension consulting, and educational seminars. Shelley is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
Please see note in schedule d - miscellaneous
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
NJ
08/12/2021 - Present
Raymond James & Associates, Inc. (West Orange NJ)
NY
06/28/2012 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NJ
06/01/2009 - 07/03/2012
MORGAN STANLEY SMITH BARNEY (BEDMINSTER NJ)
NJ
10/06/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BEDMINSTER NJ)
NJ
06/04/2001 - 10/10/2006
MORGAN STANLEY DW INC. (MORRISTOWN NJ)
NJ
12/22/1999 - 10/02/2000
WIEN SECURITIES CORP. (JERSEY CITY NJ)
BOTH
Issued 04/15/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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