Shalisa Green Beck

Current Employers

Employment History

• 03/2011 → 12/2017
  Waddell & Reed, Inc.
  Salem, OR
• 01/2018 → 02/2018
  Unemployed
  Salem, OR
• 02/2018 → 01/2020
  Country Capital Management Company
  Bloomington, IL
• 01/2020 → 12/2020
  Maps Credit Union
  Salem, OR
• 03/2021 → Present
  Charles Schwab Bank, Ssb
  Lake Oswego, OR
• 03/2021 → Present
  Charles Schwab & Co., Inc.
  Lake Oswego, OR

Previous Registrations

• 2011-05-11 → 2018-01-04
  Waddell & Reed
  Salem, OR
  Napa, CA
  Concord, CA
  Seattle, WA
• 2006-06-08 → 2008-08-11
  Tiaa-Cref Individual & Institutional Services, Llc
  Charlotte, NC
• 2003-01-13 → 2005-07-27
  Msi Financial Services, Inc.
  Lafayette, CA

Other Businesses

1) Citizens Bond Oversight Committee|Investment Related:No|1130 S Ivy St;Canby;OR;97013;USA|Education|Committee member|2023-01-09|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|The purpose and authority of the Oversight Committee is to convene as needed to review progress on the projects detailed in the Canby School District Bond measure 3-559. We will review program progress and will monitor program and schedules. A written report/minutes 2) Becoming Her, LLC|Investment Related:No|2355 State St Suite 101;Salem;OR;97301;USA|Sports/Physical Recreation|Owner|2025-02-10|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|My hobby has been competitive bodybuilding. I'd like to continue, compete at the National level and earn a pro card. This will allow me to accept sponsorships and write off expenses. I may occasionally provide training to women.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-04-25
• S63 Uniform Securities Agent State Law Examination
  2007-05-15

Designations

Other Names

• Shalisa Green
• Shalisa Pierce
• Shalisa Green Pierce
• Shalisa Beckman