Shalenee Yalla is a registered investment advisor, based in Charlotte, NC, with 9 years of industry experience.
Location
13901 Conlan Cir, Charlotte, NC, 28277
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Shalenee jointly owns a rental property with her husband in Kirkland, WA, since 2018. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Truist Investment Services, INC.
October 2021 - Present · 4 yrs 11 mos
Truist Advisory Services, INC.
October 2021 - Present · 4 yrs 11 mos
Truist Investment Services, INC.Broker
October 2021 - Present · 4 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
November 2017 - August 2021 · 3 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
October 2017 - August 2021 · 3 yrs 10 mos
J.P. Morgan Securities LLCBroker
December 2014 - June 2016 · 1 yr 6 mos
State Registrations8 states
ALCOGAMONCSCVAWV
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.