Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelly? Claim Your ProfileShelly Ann Thomas is a financial advisor based in Brooklyn, Ohio. Shelly has been a registered representative in the financial services industry since 2001. Shelly is currently registered with KEY Investment Services LLC. Prior to that, Shelly was affiliated with J.P. MORGAN SECURITIES LLC, UBS FINANCIAL SERVICES INC., and McDonald Investments Inc. Shelly offers portfolio management for individuals and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
OH
07/09/2020 - Present
KEY Investment Services LLC (BROOKLYN OH)
OH
10/04/2016 - 10/23/2019
J.P. MORGAN SECURITIES LLC (POWELL OH)
OH
06/02/2009 - 10/13/2016
KEY INVESTMENT SERVICES LLC (COLUMBUS OH)
OH
12/07/2007 - 05/13/2009
UBS FINANCIAL SERVICES INC. (NEW ALBANY OH)
OH
01/18/2006 - 11/30/2007
KEY INVESTMENT SERVICES LLC (DUBLIN OH)
OH
02/02/2001 - 01/18/2006
MCDONALD INVESTMENTS INC. (DUBLIN OH)
BOTH
Issued 03/09/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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