Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shellie? Claim Your ProfileShellie Lee Floyd is a financial advisor located in Jacksonville, Florida. Shellie has been in the industry since May 26, 2000. Shellie currently works with Cambridge Investment Research, Inc. in Jacksonville, FL.
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.
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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2
FL
11/15/2010 - Present
Cambridge Investment Research, Inc. (Jacksonville FL)
FL
02/13/2009 - 11/05/2010
BREWER FINANCIAL SERVICES, LLC (JACKSONVILLE FL)
FL
06/07/2001 - 02/12/2009
AMERIPRISE FINANCIAL SERVICES, INC. (JACKSONVILLE FL)
MN
06/07/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
05/12/2000 - 05/31/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/12/2000 - 05/31/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/17/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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