David Shelly

Independent Branch Leader and Financial Consultant

+1 609-910-4807

Financial credentials

  • Series 7, 9, 10, 63 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

30 years of professional experience

  • Independent Branch Leader and Financial Consultant, Charles Schwab, 2019-present
  • Financial Adviser, Lincoln Investment Planning, 2013-2019
  • Financial Adviser, Raymond James, 2009-2012
  • Financial Adviser, PNC Investments, 2001-2008
  • Financial Adviser, First Union Securities, 1998-2000
  • Financial Adviser, Merrill Lynch, 1996-1997

Education

  • East Stroudsburg University
  • BA, Education

Personal interests and affiliations

  • Greater Atlantic City Chamber

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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