Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shenna? Claim Your ProfileShenna Belcher is a financial advisor with over 10 years of experience in the industry. Shenna is currently registered with Raymond James & Associates, Inc., and has previously worked with Chase Investment Services Corp. Shenna holds the Series 6, Series 99 and SIE licenses, and is registered to conduct business in Michigan. Shenna specializes in providing investment advice to individuals, corporations, high-net-worth individuals, charitable organizations, insurance companies, and pension and profit-sharing plans. She is a dedicated and experienced advisor, committed to helping clients achieve their financial goals.
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.
Please see note in schedule d - miscellaneous
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.
1
2
MI
11/10/2014 - Present
Raymond James & Associates, Inc. (SOUTHFIELD MI)
MI
09/11/2008 - 07/02/2012
CHASE INVESTMENT SERVICES CORP. (TAYLOR MI)
BC
Issued 09/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2014
Series 99 - Operations Professional Examination
BC
Issued 09/10/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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