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Shyla Trava Bassey

17 Capital Partners, LLC

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About Shyla Trava Bassey

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.

Firm Information

Shyla Bassey is currently registered with 17 Capital Partners, LLC. 17 Capital Partners, LLC is an investment advisor headquartered in PHOENIX, AZ. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. They serve high-net-worth individuals, pension and profit sharing plans, corporations or other businesses, and individuals other than high-net-worth. The firm has approximately $184,847,473 in regulatory assets under management.
17 Capital Partners, LLC

4417 N. 40TH STREET

PHOENIX, AZ 85018

$184.85M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Shyla Bassey’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shyla Trava Bassey.
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