Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shyla? Claim Your ProfileShyla Rose is a financial advisor with Edward Jones. Shyla has been in the financial services industry since 2012. Shyla holds the Series 6, 7, 63 and 66 securities licenses and is registered with the state of California. Shyla is a licensed and registered investment advisor representative for Edward Jones. Shyla Rose is also registered as an investment advisor representative in Arizona, Idaho, Illinois, Michigan, Missouri, Nevada, Ohio, Oregon, and Tennessee. Shyla's practice specializes in providing financial advice to individuals, corporations, and other businesses.
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
CA
08/31/2017 - Present
Edward Jones (Yreka CA)
OR
12/16/2014 - 05/23/2017
KEY INVESTMENT SERVICES LLC (ASHLAND OR)
OR
10/01/2014 - 11/10/2014
STATE FARM VP MANAGEMENT CORP. (TALENT OR)
CA
10/01/2012 - 07/25/2014
J.P. MORGAN SECURITIES LLC (YREKA CA)
CA
02/13/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (YREKA CA)
BOTH
Issued 08/03/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/10/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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