Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shirley? Claim Your ProfileShirley Malone is an Ameriprise Financial Services, LLC registered representative with over 30 years of experience in the financial services industry. Shirley has a broad range of experience serving individuals, families, and businesses. She is a Registered Representative and Investment Advisor Representative in Texas and Minnesota. She holds Series 7, Series 63, and Series 65 licenses, as well as the SIE exam. Shirley previously worked at Edward Jones and Citigroup Global Markets Inc., where she gained experience in various financial areas. Shirley also provides insurance services through her role as an independent insurance broker. Shirley is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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 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.
1
2
TX
03/03/2017 - Present
Ameriprise Financial Services, LLC (Buda TX)
TX
07/14/2006 - 03/06/2017
EDWARD JONES (BUDA TX)
TX
09/24/1999 - 07/21/2006
CITIGROUP GLOBAL MARKETS INC. (BEAUMONT TX)
NY
04/24/1985 - 09/29/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/22/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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