Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelly? Claim Your ProfileShelly Baker is a financial advisor with Waddell & Associates, LLC, a Memphis, TN-based firm with a focus on providing financial planning and portfolio management services. Shelly has been in the industry since 2003 and is a Certified Financial Planner. The firm has approximately $1,343,951,310 in assets under management.
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.
Credit and cash management solutions and insurance solutions
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.
Revenue sharing with frs and on elibible credit and cash managem
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TN
08/26/2024 - Present
Waddell & Associates, LLC (MEMPHIS TN)
TN
07/12/2021 - 03/31/2022
B. RILEY WEALTH MANAGEMENT (Memphis TN)
TN
06/13/2019 - 03/03/2021
FIDELITY BROKERAGE SERVICES LLC (GERMANTOWN TN)
TN
07/26/2016 - 08/28/2017
RAYMOND JAMES & ASSOCIATES, INC. (MEMPHIS TN)
TN
11/24/2014 - 07/29/2016
SUNTRUST INVESTMENT SERVICES, INC. (MEMPHIS TN)
TN
03/23/2004 - 06/18/2004
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
TN
12/07/1992 - 07/08/2003
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BC
Issued 01/15/2015
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/02/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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