Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelly? Claim Your ProfileShelly Brockman is an investment advisor representative currently registered with Asset Management Group. Shelly has been in the industry for more than 12 years and has experience working with both individuals and high-net-worth clients. She is a Series 65 licensed professional. Shelly's areas of specialization include financial planning and portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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GA
01/09/2024 - Present
Asset Management Group (CARTERSVILLE GA)
IA
Issued 08/17/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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