Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shemea? Claim Your ProfileShemea Wesley shanks is a registered representative with Principal Securities, Inc. She has been in the financial industry since 2007. Shemea holds the Series 6, Series 63, Series 6TO, and SIE licenses. Shemea's previous experience includes working with Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc. Shemea has a strong background in financial planning and portfolio management for individuals.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
NC
09/30/2019 - Present
Principal Securities, Inc. (RALEIGH NC)
NC
01/01/2008 - 06/26/2012
FIDELITY BROKERAGE SERVICES LLC (CARY NC)
NC
09/20/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (CARY NC)
BC
Issued 10/17/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/19/2019
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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