Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelly? Claim Your ProfileShelly Renee Ah leong is a financial advisor in Greenwood Village, Colorado. Shelly has over 20 years of experience in the financial services industry. She currently works for Empower Financial Services, Inc., which has offices in Greenwood Village, Colorado. Shelly also holds FINRA Series 6, 7, and 63 licenses. Previously, Shelly worked for TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC.
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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2
CO
09/25/2020 - Present
Empower Financial Services, Inc. (GREENWOOD VILLAGE CO)
CO
04/26/1999 - 04/02/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
BC
Issued 05/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2010
Series 7 - General Securities Representative Examination
BC
Issued 04/24/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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