Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelly? Claim Your ProfileShelly Hall is an active Investment Advisor Representative, licensed in several states including Arizona, Florida, Georgia, Iowa, Kansas, Maine, Maryland, Minnesota, Missouri, Nebraska, New Jersey, North Carolina, Oklahoma, and Virginia. Shelly has been in the industry since 2002 and is currently registered with Cambridge Investment Research Advisors, Inc. Shelly specializes in retirement planning, investment management, and financial planning. Shelly also provides advisory services to individuals, businesses, and charitable organizations. Shelly holds multiple securities licenses including Series 7, Series 24, and Series 66. In addition to Shelly's work with Cambridge Investment Research Advisors, Inc., Shelly owns and operates D&S Vintage Makeovers, a furniture restoration business.
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
MO
03/04/2024 - Present
Cambridge Investment Research Advisors, Inc. (Independence MO)
MO
06/29/2006 - 03/19/2024
SYMPHONIC SECURITIES LLC (KANSAS CITY MO)
MO
03/01/2006 - 12/31/2007
RIM SECURITIES LLC (LIBERTY MO)
MO
02/07/2002 - 03/07/2006
WADDELL & REED, INC. (INDEPENDENCE MO)
BOTH
Issued 02/28/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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