Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shirley? Claim Your ProfileShirley Ann Brost is a registered investment advisor representative with Missionsquare Retirement. Shirley has been in the financial services industry since May 29, 2004. Previously, Shirley was employed by Nationwide Investment Services Corporation, Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Shirley has a Series 7, Series 66 and SIE license. Shirley is currently registered with Oregon and Washington as both a broker-dealer and an investment advisor representative.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
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2
DC
06/18/2014 - Present
Missionsquare Retirement (WASHINGTON DC)
OH
02/16/2007 - 08/03/2012
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
WA
11/08/2002 - 02/13/2007
AMERIPRISE FINANCIAL SERVICES, INC. (BELLEVUE WA)
MN
11/08/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/18/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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