Unclaimed
Whitney Lee Shellenberg is a financial advisor at Wells Fargo Securities, LLC. She holds the Series 79TO, Series 63, and SIE licenses. Whitney has been in the industry since August 2021 and is registered to provide investment advice in Minnesota.
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
MN
08/20/2021 - Present
Wells Fargo Securities, LLC (MINNEAPOLIS MN)
BC
Issued 09/16/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Whitney Shellenberg is the right advisor for you? Invested Better is here to help.