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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tina? Claim Your ProfileTina Marie Turi-shelley is a financial advisor registered with Morgan Stanley and has been in the industry since March 12, 1999. Tina has a wide range of experience, having worked with various firms including Wells Fargo Advisors, LLC, USAllianz Investor Services, LLC, and Allmerica Investments, Inc. Tina holds several licenses and certifications including Series 3, 6, 7, 10, 31, 63, 66, and SIE.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
04/08/2020 - Present
Morgan Stanley (Fort Myers FL)
FL
02/14/2007 - 04/28/2014
WELLS FARGO ADVISORS, LLC (FORT MYERS FL)
MN
09/08/2003 - 12/20/2005
USALLIANZ INVESTOR SERVICES, LLC (MINNEAPOLIS MN)
MA
09/13/2000 - 10/28/2002
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
NJ
12/09/1997 - 05/04/2000
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NC
08/12/1997 - 12/16/1997
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IN
05/31/1996 - 03/26/1997
MDS SECURITIES INCORPORATED (CARMEL IN)
BOTH
Issued 10/18/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/30/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2016
Series 3 - National Commodity Futures Examination
BC
Issued 03/20/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 02/13/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/23/1996
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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