Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shirley? Claim Your ProfileShirley Mccallister Polidori is a financial advisor who has been in the industry since 1998. Shirley currently works at Edward Jones and has been registered with FINRA since 2024. Shirley previously worked at Stifel, Nicolaus & Company, Incorporated and Wachovia Securities, LLC. Shirley is registered with the states of Arizona, Connecticut, Florida, Georgia, Idaho, Illinois, Indiana, Kentucky, Nevada, New York, North Carolina, Texas and has a Series 63, 65, 7 and SIE license. Shirley specializes in financial planning, pension consulting, selection of other advisers, and portfolio management for both businesses and individuals. Edward Jones is a well-established firm with a long history of providing financial advice. Edward Jones has approximately $10 billion to $50 billion in assets under management and provides financial services to a wide range of clients. Shirley is a registered representative and investment advisor representative with Edward Jones.
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.
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.
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.
See schedule d - miscellaneous
1
2
FL
04/19/2024 - Present
Edward Jones (Titusville FL)
FL
07/11/2008 - 04/26/2024
STIFEL, NICOLAUS & COMPANY, INCORPORATED (TITUSVILLE FL)
FL
01/01/2008 - 08/05/2008
WACHOVIA SECURITIES, LLC (TITUSVILLE FL)
FL
07/13/1998 - 01/03/2008
A. G. EDWARDS & SONS, INC. (TITUSVILLE FL)
IA
Issued 01/28/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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