Shamiah Shalette Evans

Current Employers

Employment History

• 05/2023 → Present
  Kestra Investment Services, Llc
  Oklahoma City, OK
• 06/2020 → 03/2024
  Glenn Harris Associates& Insurance
  Oklahoma City, OK
• 02/2016 → Present
  O-City Home Team Llc
  Oklahoma City, OK
• 06/2018 → 01/2019
  Mathis Brothers Furniture
  Oklahoma City, OK
• 12/2019 → 01/2020
  Mathis Brother's Furniture
  Oklahoma City, OK
• 08/2015 → 05/2019
  Westmoore High School
  Okc, OK
• 08/2019 → 05/2022
  University Of Houston
  Houston, TX
• 12/2023 → Present
  Kestra Advisory Services, Llc
  Oklahoma City, OK

Other Businesses

Name: OKLAHOMA FINANCIAL CENTER POSITION: Associate Advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/11/2023 ADDRESS: 12436 saint Andrews Dr, OKC OK 73120 DESCRIPTION: Draft financial plans Perform asset allocation analysis necessary for client onboarding and portfolio reviews Prepare presentations for client meetings research of investments Answer client questions and service requests Understand and support the firm's vision, mission, and strategy Engage in teamwork and teambuilding Name: COCOA INITIATIVE POSITION: Mentorship Program Director NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/26/2024 ADDRESS: 300 Park Ave, OKC OK 73102 DESCRIPTION: I am in charge of training the mentors and providing them guidance as they meet with their mentees. Name: KW NEXT GEN POSITION: Instructor NATURE: Instructor INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 08/26/2024 ADDRESS: 1221 S Mopac Expy Ste 110, Austin TX 78746 DESCRIPTION: I host events teaching the QL curriculum and empowering young adults to live a mission driven life. Name: KESTRA ADVISORY SERVICES, LLC POSITION: Investment Advisor Representative NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/01/2023 ADDRESS: 5707 Southwest Parkway, Bldg 2, Ste 400, Austin TX 78735 DESCRIPTION: Draft financial plans Perform asset allocation analysis necessary for client onboarding and portfolio reviews Create custom analyses of financial decisions Prepare presentations and other material necessary for client meetings Perform research of investments that clients currently hold or may hold Answer routine client questions and service requests Understand and support the firm's vision, mission, and strategy Engage in teamwork and teambuilding and integrate into the culture of the firm Name: OKLAHOMA CITY YOUNG PROFESSIONALS POSITION: Treasurer & Secretary, NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2024 ADDRESS: 8484 nw 39th expressway, Bethany OK 73008 DESCRIPTION: Record minutes at each board meeting. Keep track of attendance at Board meetings. Oversee the management of the organization's finances. (Approves purchases based on predetermined budget and ensures receipts/invoices are accounted for) Chairs the Finance Committee Signs all financial documents such as checks, contracts, etc on behalf of the organization (there are 2 signers required for every check) Works with the organization's CPA to prepare financial documents for the Board Name: SHAMIAH EVANS POSITION: Owner NATURE: Travel agent INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 1904 Kailani Dr, OKC OK 73127, United States DESCRIPTION: Research destinations, accommodations, and transportation options Assist with booking travel arrangements upon request Coordinate basic itineraries for leisure travel Provide general travel information and support before and during trips Maintain communication with clients regarding reservations or changes OKLAHOMA CITY YOUNG PROFESSIONALS POSITION: Chair/President and on the Executive Committee NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2024 ADDRESS: 8484 nw 39th expressway, Bethany OK 73008, United States DESCRIPTION: Duties of the Chairman Represents OKCYP at all community events Research and find speaking opportunities for OKCYP provide guidance to the Executive Director

Exams

• S66 Uniform Combined State Law Examination
  2023-12-18

Designations

Other Names

• Shamiah Shalette Naff