Shelley Norris is a registered investment advisor, based in Plymouth, MN, with 21 years of industry experience.
Location
505 N Highway 169, Suite 900, Plymouth, MN, 55441
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shelley is an advisory board member for the Rotary Club of Saginaw Sunrise, a charitable organization, since 2007. She dedicates a few hours per week to advising on club operations and fundraising activities.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
Wealth Enhancement Advisory Services, LLC
Previous Registrations
L.M. Kohn & Company
L.M. Kohn & CompanyBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.