Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelly? Claim Your ProfileShelly Cope is a financial professional with over 20 years of experience in the industry. Shelly is currently registered with Stifel, Nicolaus & Company, Inc. and previously worked for Wachovia Securities, LLC and A. G. Edwards & Sons, Inc.. Shelly holds the Series 7, Series 9, Series 10, and Series 63 licenses as well as the SIE designation. Shelly specializes in a wide range of financial services including retirement planning, investment management, and insurance.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MO
10/03/2008 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
MO
01/01/2008 - 10/02/2008
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MO
09/09/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 12/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/28/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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