Shelley Hosick
Shelley Hosick is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Omaha, NE, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
14310 FNB Parkway, Omaha, NE, 68154
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shelley is a registered associate to two financial advisors at First Investments and Planning since January 2022. This takes about half of Shelley's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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