Shelly Grimm
I am guided by a relentless focus on ever evolving financial and economic matters. I will constantl...
New Orleans, New Orleans, United States
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Shelly Grimm’s Email shelly@thepinnaclefinancial.com
Social Media
Shelly Grimm’s Location New Orleans, New Orleans, United States
Shelly Grimm’s Current Industry The Prudential Insurance Company of America
Shelly Grimm’s Prior Industry Pinnacle Financial Strategies | The Producers Group, Inc. | New York Life Insurance Company | New York Life Insurance Company d/b/a Pinnacle Financial Strategies | AXA Advisors/Equitable | Pinnacle Advisory Group, LLC
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Work Experience
The Prudential Insurance Company of America
Regional Vice President – Institutional Distribution
2015-05-01 00:00:00 - Present
Pinnacle Financial Strategies
Financial Advisor and Managing Member
2014-02-01 00:00:00 - 2015-04-01 00:00:00
The Producers Group, Inc.
Sales Manager
2012-09-01 00:00:00 - 2014-01-01 00:00:00
New York Life Insurance Company
Director, Lifetime Wealth Specialist- Eagle Strategies, LLC - Wealth Management Division
2011-02-01 00:00:00 - 2012-07-01 00:00:00
New York Life Insurance Company d/b/a Pinnacle Financial Strategies
Financial Services Professional
2009-04-01 00:00:00 - 2011-02-01 00:00:00
AXA Advisors/Equitable
Divisional Vice President for the Southern Region/New Orleans Branch
2004-03-01 00:00:00 - 2007-01-01 00:00:00
Pinnacle Advisory Group, LLC
Managing Principal/Owner/Independent Agent
2002-03-01 00:00:00 - 2007-02-01 00:00:00Skills
Languages
FAQ About Shelly Grimm
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Shelly Grimm is located at
New Orleans, New Orleans, United States -
Shelly Grimm is a I am guided by a relentless focus on ever evolving financial and economic matters. I will constantly strive to implement and follow through on the critical initiatives. I deliver creative recommendations and always meet or exceed my commitment to those that I serve by simply getting things done. All of my long-term strategies and short-term actions will be molded by a set of core values that are based on the utmost integrity. I am an experienced professional with strong leadership and relationship-building skills. Passionate and inspirational while performing at a very high level. Insurance Licensed in: Louisiana and Texas. Registered representative of and securities offered through OneAmerica Securities, Inc., Member FINRA, SIPC, a Registered Investment Advisor Insurance Representative of American United Life Insurance Company® (AUL) and other insurance companies. Pinnacle Financial Strategies is not an affiliate of OneAmerica Securities or AUL and is not a broker dealer or a Registered Investment Advisor. This communication is not a recommendation or endorsement of any product, service, security or issuer. Third party posts do not reflect the views of Pinnacle Financial Strategies and have not been reviewed for completeness and accuracy. All further communications from this representative must be sent from and received by Shelly@thepinnaclefinancial.com. For additional information, please refer to one of the following consumer websites: www.FINRA.org, www.SIPC.org.
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Shelly Grimm currently works in the The Prudential Insurance Company of America |
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No Languages Available
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Shelly Grimm has prior
experience in the following industries:
Pinnacle Financial Strategies | The Producers Group, Inc. | New York Life Insurance Company | New York Life Insurance Company d/b/a Pinnacle Financial Strategies | AXA Advisors/Equitable | Pinnacle Advisory Group, LLC -
Shelly Grimm has the following professional experience:
The Prudential Insurance Company of America | Pinnacle Financial Strategies | The Producers Group, Inc. | New York Life Insurance Company | New York Life Insurance Company d/b/a Pinnacle Financial Strategies | AXA Advisors/Equitable | Pinnacle Advisory Group, LLC -
You can view Shelly Grimm’s LinkedIn profile at LinkedIn URL
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Shelly Grimm’s work email
addresses are
shelly@thepinnaclefinancial.com -
The Prudential Insurance Company of America |
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