Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelly? Claim Your ProfileShelly Lynne Schell is an investment advisor representative who has been in the industry for over 20 years. Shelly is currently registered with Integrated Wealth Concepts LLC in Denver, Colorado, and has been with the firm since May of 2023. Shelly is also a registered investment advisor representative in Florida and Texas. Prior to joining Integrated Wealth Concepts LLC, Shelly worked for M. S. HOWELLS & CO., BANCWEST INVESTMENT SERVICES, INC., BBVA COMPASS INVESTMENT SOLUTIONS, INC, MORGAN KEEGAN & COMPANY, INC., AMSOUTH INVESTMENT SERVICES, INC. and FIRST UNION CAPITAL MARKETS CORP.
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.
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.
1
2
CO
05/11/2023 - Present
Integrated Wealth Concepts LLC (DENVER CO)
CO
09/09/2019 - 06/30/2020
M. S. HOWELLS & CO. (ENGLEWOOD CO)
AZ
10/05/2017 - 11/03/2017
M. S. HOWELLS & CO. (SCOTTSDALE AZ)
CO
07/05/2011 - 10/20/2017
BANCWEST INVESTMENT SERVICES, INC. (CONIFER CO)
CO
08/14/2008 - 08/13/2010
BBVA COMPASS INVESTMENT SOLUTIONS, INC (DENVER CO)
TN
02/13/2007 - 06/20/2007
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
FL
10/26/2001 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (NAPLES FL)
AL
06/28/1999 - 07/27/2001
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
NC
10/23/1998 - 06/30/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
IA
Issued 06/07/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Shelly Schell is the right advisor for you? Invested Better is here to help.
