Shirley Mccallister Polidori

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 07/2008 → 04/2024
  Stifel Nicolaus
  Melbourne, FL
• 04/2024 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2008-07-15 → 2024-04-26
  Stifel, Nicolaus & Company, Incorporated
  Melbourne, FL
  Titusville, FL
• 2008-01-01 → 2008-08-05
  Wells Fargo Clearing Services, Llc
  Titusville, FL
• 1998-07-15 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Titusville, FL
  Titusville, FL
  St. Louis, MO

Other Businesses

Young Living essential oils Type of business: essential oils Lehi, UT Start date: 5/7/2015 member Hours per week: 0 Hours during trading: 0 Desc: I am able to purchase essential oils for my personal use at a discount.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-01-28
• S63 Uniform Securities Agent State Law Examination
  1998-07-17

Other Names

• Shirley Lorraine Mccallister
• Shirley Lorraine Burnett
• Shirley Lorraine Polidori