Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelton? Claim Your ProfileShelton McClain has been an active financial advisor for over 25 years. Shelton has a diverse background with experience working at various firms like UVEST Financial Services Group, Inc., PFIC Securities Corporation, and Sagepoint Financial, Inc. Shelton currently works at Osaic Wealth, Inc., which offers a broad range of advisory services including financial planning, pension consulting, and educational seminars. Shelton is licensed to provide advisory services in Alabama, Florida, Georgia, Illinois, Louisiana, Mississippi, and Texas. Shelton's extensive experience in the financial services industry makes Shelton a valuable resource for clients seeking financial guidance and support.
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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2
LA
09/01/2023 - Present
Osaic Wealth, Inc. (BATON ROUGE LA)
LA
07/15/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (BATON ROUGE LA)
LA
04/23/2004 - 07/24/2008
UVEST FINANCIAL SERVICES GROUP, INC. (BATON ROUGE LA)
TN
11/13/1997 - 03/25/2004
PFIC SECURITIES CORPORATION (FRANKLIN TN)
IA
Issued 12/04/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/11/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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