Shelly Cortina, financial advisor Pittsford NY

Shelly Cortina

CRD Number: 5046694
Current Firm: Charles Schwab & Company, Inc.

Shelly Cortina (CRD# 5046694) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Pittsford, NY and has over 15 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Charles Schwab & Company, Inc. Pittsford, NY Aug 2016 - Current 5
Charles Schwab Bank Pittsford, NY Aug 2016 - Current 5
Fidelity Brokerage Services LLC Rochester, NY Dec 2012 - Jul 2016 3
Beltz, Ianni & Associates, LLC Rochester, NY Mar 2011 - Dec 2012 1
Cadaret, Grant & Company, Inc. Rochester, NY Mar 2011 - Dec 2012 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2006
Contact Info for Shelly R. Cortina
Phone Number: 415-667-7000
Registered State(s):
  • CA
  • NY
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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