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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelly? Claim Your ProfileShelly Haas Braden is an investment advisor representative with Pbmares Wealth Management LLC, headquartered in Williamsburg, VA. Shelly is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the financial services industry since 2011. Shelly holds Series 63, 65, 7TO, and SIE licenses. Shelly is registered to provide investment advisory services in North Carolina, Texas, and Virginia. Prior to joining Pbmares Wealth Management, Shelly worked at Commonwealth Financial Network. Shelly and Pbmares Wealth Management LLC specialize in providing financial planning, pension consulting, educational seminars, and selection of other advisors to individuals, high-net-worth individuals, charitable organizations, corporations and businesses, and pension and profit-sharing plans.
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.
Consulting
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.
A percentage of the total value of assets under management is charged.
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VA
04/30/2020 - Present
Pbmares Wealth Management LLC (WILLIAMSBURG VA)
VA
03/11/2019 - 04/16/2020
COMMONWEALTH FINANCIAL NETWORK (Williamsburg VA)
BC
Issued 07/01/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/19/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/05/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
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