Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Shelton is a financial professional with over 30 years of experience in the financial services industry. Steven is currently a registered representative at Weild & Co., a firm headquartered in Boulder, CO. Prior to this, Steven was a registered representative at a number of other firms including Investment Planners, Inc., Nuveen Investments, LLC, Walnut Street Securities, Inc., First Union Securities, Inc., and The Equitable Life Assurance Society of the United States. Steven is licensed in multiple states, including Colorado, Florida, and Illinois and holds several industry licenses and certifications. Steven's commitment to serving the financial needs of his clients and his wealth of experience make him a valuable resource for individuals and families seeking financial advice.
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.
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.
1
2
CO
12/08/2017 - Present
Weild & Co. (BOULDER CO)
IL
11/19/2010 - 12/31/2015
INVESTMENT PLANNERS, INC. (CHICAGO IL)
IL
06/22/2004 - 12/05/2008
NUVEEN INVESTMENTS, LLC (CHICAGO IL)
CA
08/27/2001 - 12/03/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MO
02/14/1992 - 05/17/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NY
10/12/1988 - 02/27/1992
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
10/12/1988 - 02/27/1992
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
04/15/1986 - 10/12/1988
BLUNT ELLIS & LOEWI INCORPORATED
NA
10/25/1985 - 04/17/1986
LA SALLE ST. SECURITIES, INC.
IA
Issued 10/21/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2003
Series 4 - Registered Options Principal Examination
BC
Issued 03/28/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/20/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/18/1986
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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