SHELLEY JO ECHEVERRIA is an investment adviser representative (IAR) with state registration records since 2005, appearing at 7 firms. Currently registered with PARK AVENUE SECURITIES LLC, GUARDIAN WEALTH PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| GUARDIAN WEALTH PARTNERS, LLC | 2023-06-02 | present | Yes |
| PARK AVENUE SECURITIES LLC | 2020-11-27 | present | Yes |
| WCG WEALTH ADVISORS, LLC | 2017-08-10 | 2020-10-29 | — |
| USAA INVESTMENT SERVICES COMPANY | 2017-02-02 | 2017-06-08 | — |
| MSI FINANCIAL SERVICES, INC. | 2013-08-13 | 2016-12-12 | — |
| TOWER SQUARE SECURITIES, INC. | 2005-07-19 | 2013-09-05 | — |
| STRATEGIC ADVISERS LLC | 2005-05-03 | 2005-06-14 | — |