Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shellie? Claim Your ProfileShellie Greer is an experienced financial professional with over two decades of experience in the financial services industry. Shellie has a broad range of experience, having worked at firms including LPL FINANCIAL LLC, BROOKSTREET SECURITIES CORPORATION, and CHARLES SCHWAB & CO., INC.. Shellie is currently registered with Ameriprise Financial Services, LLC and has a Series 7, Series 24, Series 63, and Series 65 licenses. Shellie provides financial planning, pension consulting, and portfolio management services.
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.
Asset allocation services
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.
1
2
OR
01/09/2018 - Present
Ameriprise Financial Services, LLC (Medford OR)
OR
05/15/2000 - 04/11/2017
LPL FINANCIAL LLC (MEDFORD OR)
CA
07/02/1996 - 05/12/2000
BROOKSTREET SECURITIES CORPORATION (SAN JUAN CAPISTRANO CA)
NA
07/21/1987 - 03/26/1988
CHARLES SCHWAB & CO., INC.
IA
Issued 11/13/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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