Shalisa Beck (CRD# 1918112) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Portland, OR and has over 16 years of experience in the finance industry. Shalisa Beck 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# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Bank, Ssb | Portland, OR | Mar 2021 - Current | 3 |
| Charles Schwab & Company, Inc. | Portland, OR | Mar 2021 - Current | 3 |
| Maps Credit Union | Salem, OR | Jan 2020 - Dec 2020 | < 1 |
| Country Capital Management Company | Bloomington, IL | Feb 2018 - Jan 2020 | 1 |
| Unemployed | Salem, OR | Jan 2018 - Feb 2018 | < 1 |
| Waddell & Reed, Inc. | Salem, OR | Mar 2011 - Dec 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2007 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2021 |
- OR
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
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