Talk to sales Try for Free
Shelley T. Waters

Shelley T. Waters

Vice President - Investments

Followers of Shelley T. Waters342 followers
location of Shelley T. WatersSpring, Texas, United States

Connect with Shelley T. Waters to Send Message

Connect

Connect with Shelley T. Waters to Send Message

Connect

  • Timeline

  • About me

    Financial Advisor - Senior Vice President - Wealth Management at UBS Financial Services Inc.

  • Education

    • Texas A&M University

      1979 - 1984
      B.S. Economics

    • J L McCullough High School

      1976 - 1979

  • Experience

    • Merrill Lynch

      Nov 1984 - Nov 2008
      Vice President - Investments

    • UBS Financial Services, Inc.

      Dec 2008 - now
      Senior Vice President - Wealth Management

      financialservicesinc.ubs.com/fa/shelleywaters/

  • Licenses & Certifications

    • Series 31

      Managed Futures Representative
      Sept 1996

    • Life, Health and Long Term Disability Insurance Licensed: FL, OK, TX

      Texas Department of Insurance
      Jan 1996

    • Series 65, Investment Advisor Representative

      FINRA
      Jun 1994

    • Series 63, Uniform Securities State Agent

      FINRA
      May 1994

    • Series 7, General Securities Representative

      FINRA
      Jan 1994

    • **Registered States** AL, AR, CA, CO, DE, FL, IL, MI, MO, NM, NV, OK, SC, TN, TX, VA, WI

      FINRA

  • Honors & Awards

    • Awarded to Shelley T. Waters
      Forbes Top Women Wealth Advisor 2021, 2022, 2023, 2024 Forbes 2024 Forbes Top Women Wealth Advisor 2021, ,2022, 2023, 2024Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures