Shelley Ferro (CRD# 4216623) is an Investment Advisor Representative working at Ferro Financial, LLC in Metairie, LA and has over 23 years of experience in the finance industry. Shelley Ferro has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5662176
Deane Retirement Strategies, Inc.
CRD# 1451905
Newedge Advisors
CRD# 2754864
Deane Retirement Strategies, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hassell Wealth Management | Houma, LA | Mar 2024 - Current | < 1 |
| Ferro Financial, LLC | Metairie, LA | Jun 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2000 |
- LA
-
Total Assets Under Management52MILLIONS
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Total Number of Accounts129ACCOUNTS
-
Average Account Value$399,672
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
LA
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