Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shirley? Claim Your ProfileShirley McAllister is a financial advisor who has been in the industry since 1998. Shirley is currently registered with Valic Financial Advisors, Inc. and holds registrations in 13 states: Alabama, Arizona, Colorado, Florida, Georgia, Indiana, Kentucky, Massachusetts, Michigan, Ohio, South Carolina, Texas, and Virginia. Shirley also has Series 6, 7, 63, 65, and SIE licenses. Prior to her current role, Shirley worked at Nationwide Securities, LLC, Regis Securities Corporation, NatCity Investments, Inc., and National City Investments Corporation. Shirley's specialties include financial planning and portfolio management for individuals. She is also authorized to recommend wrap accounts to her clients.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
1
2
OH
04/26/2022 - Present
Valic Financial Advisors, Inc. (COLUMBUS OH)
OH
08/29/2014 - 08/17/2016
NATIONWIDE SECURITIES, LLC (WORTHINGTON OH)
OH
03/30/2007 - 01/22/2008
REGIS SECURITIES CORPORATION (WESTERVILLE OH)
OH
07/25/1994 - 06/03/2005
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
NA
05/18/1990 - 10/03/1994
NATIONAL CITY INVESTMENTS CORPORATION
IA
Issued 02/21/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/17/1990
Series 7 - General Securities Representative Examination
BC
Issued 04/30/1987
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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