Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelton? Claim Your ProfileShelton Lester is a Registered Representative with Ally Invest Advisors, a firm that offers investment advisory services. Shelton has been in the financial industry since 2015 and has held past positions with Charles Schwab & Co., Inc., TD Ameritrade, Inc., and Fidelity Brokerage Services LLC. Shelton has a Series 63, Series 66 and Series 7 licenses. Shelton Lester provides advisory services to individuals and businesses, offering financial planning and portfolio management.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NC
07/25/2023 - Present
Ally Invest Advisors (CHARLOTTE NC)
TX
02/02/2021 - 05/28/2021
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
06/15/2017 - 05/21/2021
TD AMERITRADE, INC. (Southlake TX)
TX
09/21/2015 - 05/23/2017
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 10/16/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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