Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shirley? Claim Your ProfileShirley White-stevens is a financial advisor who has been in the industry since 1998. Shirley is currently registered with Osaic Wealth, Inc. and is licensed to provide financial advice in multiple states. Shirley has experience in various aspects of financial planning, including portfolio management for individuals and businesses, pension consulting, and educational seminars. Shirley is also a Certified Financial Planner.
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.
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.
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2
TX
05/24/2016 - Present
Osaic Wealth, Inc. (ALLEN TX)
TX
07/19/2010 - 12/01/2015
FIRST INDEPENDENT FINANCIAL SERVICES, INC. (ALLEN TX)
TX
04/06/2006 - 07/26/2010
TRANSAMERICA FINANCIAL ADVISORS, INC (ALLEN TX)
TX
07/08/1998 - 03/02/2006
INVESTACORP, INC. (MCKINNEY TX)
BC
Issued 07/31/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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