Shelly Marie Malone

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2013 → 09/2020
  Allstate Insurance Co
  Rancho Cucamonga, CA
• 11/2013 → Present
  The Malone Group
  Rancho Cucamonga, CA
• 09/2020 → 10/2021
  Transamerica Financial Advisor
  Chino Hills, CA
• 05/2020 → 10/2021
  World Financial Group
  Chino Hills, CA
• 05/2020 → 02/2022
  Humana
  Fontana, CA
• 01/2020 → 01/2021
  Liberty Mutual
  Corona, CA
• 08/2022 → Present
  Advisor Group
  Farragut, TN
• 01/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2022-08-11 → 2024-01-19
  Woodbury Financial Services, Inc.
  Oakdale, MN
  Farragut, TN
• 2020-09-29 → 2021-08-25
  Transamerica Financial Advisors, Llc
  Chino Hills, CA
• 2014-01-23 → 2020-09-29
  Allstate Financial Advisors, Llc
  Rancho Cucamonga, CA
  Rialto, CA
• 2013-07-16 → 2013-08-07
  Nationwide Securities, Llc
  Sacramento, CA
  San Diego, CA
• 2011-01-05 → 2011-07-28
  Pruco Securities, Llc.
  San Diego, CA
• 2010-02-24 → 2010-10-27
  Td Ameritrade, Inc.
  Upland, CA
• 2010-02-24 → 2010-10-27
  Td Ameritrade Investment Management, Llc
  Rancho Cucamunga, CA
• 2008-02-11 → 2010-02-09
  Edward Jones
  Fontana, CA
  Claremont, CA
  St Louis, MO
• 2006-11-20 → 2007-12-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ontario, CA
• 2006-04-17 → 2006-08-28
  Nationwide Investment Services Corporation
  Folsom, CA
  Sacramento, CA
• 2003-03-31 → 2003-08-27
  Ameriprise Financial Services, Llc
  Riverside, CA

Other Businesses

"Sales of insurance products, part-time or full-time, for companies affiliated with Symettry for life insurance Owner and only do appointments on the weekend

Exams

• S66 Uniform Combined State Law Examination
  2003-03-28

Other Names

• Shelly Marie Malone
• Shelly M Malone
• Shelly Marie Malone-Hunter
• Shelly Marie Hunter
• Shelly Marie Malone-Hunter
• Shelly Marie Malone-Hunter
• Shelly Marie Malone
• Shelly Marie Malone-Hunter
• Shelly Marie Malone
• Shelly Marie Malone-Howe