Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelli? Claim Your ProfileShelli Bouillion is a financial advisor with Corient. Shelli has over 30 years of experience in the financial services industry and holds the Series 7, Series 63, and Series 65 licenses. She is a Certified Financial Planner and provides financial planning services to individuals, businesses, and institutions. Shelli specializes in portfolio management, financial planning, and investment advice. Sheli previously worked for Purshe Kaplan Sterling Investments, FSC Securities Corporation, Cambridge Investment Research, Inc., M Holdings Securities, Inc., and Royal Alliance Associates, Inc.. Shelli has a strong track record of providing her clients with personalized financial solutions.
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.
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.
% of assets under advisement
1
2
TX
01/31/2023 - Present
Corient (Georgetown TX)
TX
07/07/2022 - 01/03/2023
PURSHE KAPLAN STERLING INVESTMENTS (Houston TX)
TX
05/13/2014 - 07/08/2022
FSC SECURITIES CORPORATION (HOUSTON TX)
TX
04/08/2010 - 05/28/2014
CAMBRIDGE INVESTMENT RESEARCH, INC. (HOUSTON TX)
TX
11/09/2006 - 04/13/2010
FSC SECURITIES CORPORATION (AUSTIN TX)
TX
02/03/2003 - 09/29/2006
M HOLDINGS SECURITIES, INC. (AUSTIN TX)
AZ
11/21/1996 - 02/19/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
TX
03/21/1993 - 10/26/1995
USARBOUR FINANCIAL CORPORATION (AUSTIN TX)
NA
09/24/1991 - 02/16/1993
WESTCAP GOVERNMENT SECURITIES, INC.
TX
09/24/1991 - 02/16/1993
WESTCAP SECURITIES, INC. (HOUSTON TX)
IA
Issued 05/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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