Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelly? Claim Your ProfileShelly Malone-howe is a financial advisor at Osaic Wealth, Inc. with over 16 years of experience in the financial services industry. Shelly is registered with the state of Tennessee. Shelly has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. She specializes in financial planning, portfolio management, and pension consulting. Shelly holds a Series 7, Series 66, and SIE license. She is dedicated to helping clients achieve 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.
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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AZ
01/19/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
MN
08/10/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
CA
10/12/2020 - 08/25/2021
TRANSAMERICA FINANCIAL ADVISORS, INC (Chino Hills CA)
CA
01/23/2014 - 10/10/2018
ALLSTATE FINANCIAL SERVICES, LLC (Patterson CA)
CA
06/13/2013 - 08/07/2013
NATIONWIDE SECURITIES, LLC (ENCINITAS CA)
CA
01/05/2011 - 07/28/2011
PRUCO SECURITIES, LLC. (SAN DIEGO CA)
CA
02/24/2010 - 10/27/2010
TD AMERITRADE, INC. (RANCHO CUCAMONGA CA)
CA
02/11/2008 - 02/09/2010
EDWARD JONES (CLAREMONT CA)
CA
11/20/2006 - 12/20/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ONTARIO CA)
OH
08/03/2005 - 08/28/2006
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
NY
02/27/2004 - 06/28/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
MN
03/17/2003 - 08/27/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/17/2003 - 08/27/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/28/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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