Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelly? Claim Your ProfileShelly Marie Stevens is a financial professional with over 18 years of experience in the industry. Shelly is currently registered with Truist Investment Services, Inc. and is licensed to conduct business in 53 states and territories. Shelly previously worked at BB&T SECURITIES, LLC and BB&T INVESTMENT SERVICES, INC. Shelly holds the Series 6, Series 63 and SIE licenses.
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.
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.
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WV
02/17/2021 - Present
Truist Investment Services, Inc. (MARTINSBURG WV)
WV
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (MARTINSBURG WV)
WV
04/21/2004 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (MARTINSBURG WV)
BC
Issued 06/18/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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