Zane K. Shelley, CFP®

Independent Branch Financial Consultant

+1 352-792-1614

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses

Experience

10 years of professional experience

  • Independent Branch Financial Consultant, Charles Schwab, 2016-present
  • Registered Representative, Davis-Monk Financial Group, 2015-2016

Education

  • Master of Science - Oakland University
  • Bachelor of Science - University of Wisconsin - La Crosse

Personal interests and affiliations

    Standard mailing address:

    Charles Schwab & Co, Inc
    Omaha Operation Center
    P.O. Box 2339
    Omaha, NE 68103

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