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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shilo? Claim Your ProfileShilo Anne nicole Chavez is an investment advisor representative with LPL Financial LLC. Shilo has been in the financial industry since 2013 and has a strong track record of success. Shilo is registered with the state of North Dakota and holds Series 6, 7, and 66 licenses. Shilo is also a registered representative with LPL Financial LLC and is a member of the Financial Industry Regulatory Authority (FINRA). Shilo provides a variety of financial services to individuals, families, and businesses, including financial planning, investment management, and insurance. Shilo is committed to providing her clients with personalized service and helping them achieve their financial goals. Shilo also has experience working with Thrivent Investment Management Inc. and State Farm VP Management Corp.
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.
Consulting and other non-discretionary advisory services
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
ND
09/09/2020 - Present
LPL Financial LLC (WATFORD CITY ND)
ND
12/11/2017 - 08/28/2020
THRIVENT INVESTMENT MANAGEMENT INC. (Watford City ND)
CO
07/19/2013 - 08/11/2014
STATE FARM VP MANAGEMENT CORP. (LITTLETON CO)
BOTH
Issued 01/04/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2017
Series 7 - General Securities Representative Examination
BC
Issued 07/19/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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