Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelly? Claim Your ProfileShelly Coville is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Shelly has over 25 years of experience in the financial services industry and has held positions at several firms, including Edward Jones, Morgan Stanley and New England Securities. Shelly specializes in helping individuals and families meet their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
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2
MA
03/21/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BURLINGTON MA)
MA
10/16/2017 - 08/17/2020
MORGAN STANLEY (SPRINGFIELD MA)
MA
09/15/2010 - 10/18/2017
EDWARD JONES (WILBRAHAM MA)
MA
05/27/2009 - 01/25/2010
NEW ENGLAND SECURITIES (EAST LONGMEADOW MA)
CT
10/26/2007 - 04/28/2009
NATIONAL PLANNING CORPORATION (SOUTH WINDSOR CT)
NJ
12/16/2003 - 12/31/2005
ESSEX SECURITIES LLC (JERSEY CITY NJ)
MA
02/04/1997 - 12/31/2001
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
SC
07/28/1995 - 02/11/1997
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
WI
01/01/1994 - 08/02/1995
INVEST FINANCIAL CORPORATION (APPLETON WI)
MA
04/08/1993 - 11/24/1993
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
04/08/1993 - 11/24/1993
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 10/06/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1994
Series 7 - General Securities Representative Examination
BC
Issued 04/07/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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