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Talisha Shelley

Cetera Advisors LLC

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About Talisha Shelley

Talisha Shelley is a financial advisor with over 2 years of experience in the financial services industry. Talisha is currently registered with Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Investment Services LLC and Cetera Advisor Networks LLC. Prior to her current position, Talisha was employed by FIRST ALLIED SECURITIES, INC. and CHARLES SCHWAB & CO., INC. She holds the Series 63, Series 7TO, Series 24, and SIE licenses and is registered in Georgia.

Firm Information

Talisha Shelley is currently registered with Cetera Advisors LLC. Cetera Advisors LLC is a Limited Liability Company formed on August 31, 2012. It is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has 14 Regulatory Event disclosures, 1 Civil Event disclosure, and 7 Arbitration disclosures on file.

Not reported

Assets Under Management

Not reported

Total Clients

467

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.

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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Talisha Shelley’s Registration & Firm History

GA

06/22/2020 - Present

Cetera Advisors LLC (ATLANTA GA)

GA

06/22/2020 - 09/08/2022

FIRST ALLIED SECURITIES, INC. (ATLANTA GA)

TX

10/25/2019 - 03/27/2020

CHARLES SCHWAB & CO., INC. (Westlake TX)

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Licenses & Designations

BC

Issued 11/14/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/14/2020

Series 24 - General Securities Principal Examination

BC

Issued 10/25/2019

Series 7TO - General Securities Representative Examination

BC

Issued 08/05/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Talisha Shelley.
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