Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shey? Claim Your ProfileShey Stegall is a financial advisor at MML Investors Services, LLC in DALLAS, TX. Shey has been in the industry since 2011 and has a wide range of experience. Shey is registered with the state of Texas to provide both investment advisory and broker-dealer services. Shey has a strong track record of success and is committed to providing her clients with personalized financial advice.
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.
Asset allocation programs
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.
Solicitors fees
1
2
TX
02/26/2018 - Present
MML Investors Services, LLC (DALLAS TX)
TX
10/17/2011 - 02/13/2018
MWA FINANCIAL SERVICES INC. (PLANO TX)
IA
Issued 12/06/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2018
Series 24 - General Securities Principal Examination
BC
Issued 03/09/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/14/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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