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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelli? Claim Your ProfileShelli VandemarK is an active Registered Representative and Investment Advisor Representative with Morgan Stanley. She has been in the industry since 1990. She is registered to provide investment advice in both Broker-Dealer and Investment Advisor capacities across 53 states and territories. Shelli specializes in several areas including providing financial planning, portfolio management services, and educational seminars. Her areas of expertise include investments for high-net-worth individuals and businesses, investment companies, and charitable organizations. Shalli has over 30 years of experience in the financial services industry, having previously worked at Fidelity Investments Institutional Services Company, Inc. and TCS.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MA
11/02/2022 - Present
Morgan Stanley (Boston MA)
MA
04/12/2006 - 12/13/2006
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
RI
05/21/1998 - 03/04/2005
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
11/06/1990 - 04/15/1997
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 10/18/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2022
Series 24 - General Securities Principal Examination
BC
Issued 05/08/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/27/2021
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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