Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelly? Claim Your ProfileShelly McEown is a financial advisor with over 20 years of experience in the industry. Shelly is registered to provide investment advice in Michigan and is currently associated with LPL Financial LLC. Shelly has previously been associated with OSAIC INSTITUTIONS, INC., FARMERS FINANCIAL SOLUTIONS, LLC and CETERA INVESTMENT SERVICES LLC. Shelly's areas of specialization include Financial Planning, Portfolio Management for Businesses, and Portfolio Management for Individuals. Shelly is committed to providing her clients with personalized financial advice and guidance to help them reach their financial goals.
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 and other non-discretionary advisory services
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.
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MI
02/01/2024 - Present
LPL Financial LLC (STERLING HTS MI)
MI
12/07/2022 - 02/01/2024
OSAIC INSTITUTIONS, INC. (STERLING HEIGHTS MI)
MI
01/14/2022 - 03/28/2022
FARMERS FINANCIAL SOLUTIONS, LLC (CLIO MI)
MI
01/10/2001 - 05/13/2021
CETERA INVESTMENT SERVICES LLC (LESLIE MI)
BOTH
Issued 11/03/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2003
Series 7 - General Securities Representative Examination
BC
Issued 01/09/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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