Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wallace? Claim Your ProfileWallace Efford Sheely is a financial professional with over 40 years of experience in the industry. Wallace is currently a Registered Principal with American Wealth Management, Inc., in Biloxi, Mississippi. Prior to joining American Wealth Management, Inc., Wallace worked for Sagepoint Financial, Inc., Stifel, Nicolaus & Company, Incorporated, BirchTree Financial Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
MS
12/06/2010 - Present
American Wealth Management, Inc. (Biloxi MS)
MS
12/13/2006 - 10/29/2010
SAGEPOINT FINANCIAL, INC. (BILOXI MS)
MS
08/30/2000 - 12/18/2006
STIFEL, NICOLAUS & COMPANY, INCORPORATED (JACKSON MS)
MN
07/09/1997 - 09/12/2000
BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
NY
09/26/1978 - 05/29/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
05/01/1978 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 11/23/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/28/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/13/1981
Series 24 - General Securities Principal Examination
BC
Issued 08/01/1980
Series 4 - Registered Options Principal Examination
BC
Issued 07/24/1980
Series 12 - NYSE Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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