Michelle Marie Shaheen-Wires

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 12/2006 → Present
  Linsco/Private Ledger Corp.
  Canton, OH

Previous Registrations

• 2003-05-23 → 2006-12-15
  Kestra Investment Services, Llc
  Canton, OH
  Canton, OH
• 1999-06-28 → 2003-05-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Canton, OH

Other Businesses

1. 12/15/2006 / SHAHEEN INVESTMENT MANAGEMENT, LTD. / DBA / 213 MARKET AVE NORTH STE 230, CANTON, OH 44702. 2. 12/15/2006 / TREASURER OF PHOENICIAN AUXILIARY / CHURCH GROUP / BALANCES CHECKBOOK / WRITES CHECKS / NO INVESTMENTS / NO COMPENSATION / 1% OF HOURS.

Exams

• S66 Uniform Combined State Law Examination
  1998-08-20

Other Names

• Michelle M Shaheen
• Michelle Shaheen-Wires
• Michelle Marie Shaheen
• Michelle M Shaheen-Wires