Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shellie? Claim Your ProfileShellie Nicole Baugh is a financial advisor who has been in the industry since June 2004. She currently works for J.P. Morgan Securities LLC as a registered representative and investment advisor representative. Shellie Baugh has experience working for a variety of financial firms, including Fifth Third Securities, Inc. and Chase Investment Services Corp. Shellie Baugh has a Series 6, Series 63 and Series 65 licenses and holds FINRA and state registrations in Ohio and California.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
01/02/2021 - Present
J.p. Morgan Securities LLC (OXFORD OH)
OH
06/26/2020 - 12/18/2020
FIFTH THIRD SECURITIES, INC. (EATON OH)
OH
10/01/2012 - 02/12/2020
J.P. MORGAN SECURITIES LLC (MIDDLETOWN OH)
OH
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (OXFORD OH)
IL
02/10/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 07/09/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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