Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shirell? Claim Your ProfileShirell Lefevre McNee has been working in the financial industry since 1989. Shirell Lefevre McNee is currently a registered Investment Advisor Representative with SPC. She has experience with several firms, including AIG Financial Advisors, Inc., SunAmerica Securities, Inc. and Signator Investors, Inc. Shirell Lefevre McNee's current registrations are with the state of Michigan for both broker-dealer and investment advisor. Shirell Lefevre McNee holds the Series 6, Series 63 and Series 65 licenses. She has also passed the SIE exam.
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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
MI
11/20/2009 - Present
SPC (KENTWOOD MI)
MI
10/31/2005 - 01/03/2007
AIG FINANCIAL ADVISORS, INC. (KENTWOOD MI)
AZ
02/08/2001 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MA
12/01/1989 - 03/09/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
12/01/1989 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 07/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Shirell McNee is the right advisor for you? Invested Better is here to help.
