Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelly? Claim Your ProfileShelly Denise Woodley is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. Shelly has been in the financial services industry for over 17 years and has a strong track record of success in helping clients achieve their financial goals. Shelly holds the Series 6, 7, 24, 63, and 65 licenses and is also a Registered Representative with FINRA. Shelly is dedicated to providing her clients with personalized financial advice and guidance.
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.
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.
Solicitation fees from 3rd party money managers
1
2
IA
11/01/2017 - Present
Cambridge Investment Research Advisors, Inc. (Mt Vernon IA)
IA
11/01/2013 - 11/01/2017
INVESTMENT CENTERS OF AMERICA, INC. (MT. VERNON IA)
IA
08/16/2011 - 11/05/2013
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (MARION IA)
IA
09/07/2006 - 09/29/2008
PRINCOR FINANCIAL SERVICES CORPORATION (FOREST CITY IA)
NJ
04/10/1995 - 09/01/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
11/30/1992 - 02/07/1995
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 11/18/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2011
Series 7 - General Securities Representative Examination
BC
Issued 09/05/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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