Unclaimed
Shyla Bassey is an investment advisor representative with 17 Capital Partners, LLC. Shyla is a registered investment advisor representative in Arizona. Prior to joining 17 Capital Partners, LLC, Shyla Bassey was affiliated with WELLS FARGO CLEARING SERVICES, LLC. Shyla Bassey is a Series 63 and Series 65 licensed representative. Shyla Bassey is also Series 7 and SIE licensed. Shyla Bassey has 7 years of experience in the financial industry. 17 Capital Partners, LLC is a registered investment advisor based in Phoenix, Arizona, providing investment advisory services to individuals, corporations, high-net-worth individuals, and pension and profit-sharing plans.
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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AZ
08/01/2024 - Present
17 Capital Partners, LLC (PHOENIX AZ)
AZ
08/24/2018 - 08/02/2019
WELLS FARGO CLEARING SERVICES, LLC (SCOTTSDALE AZ)
IA
Issued 07/30/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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