Shelley L. Olschefski
Professional summary
Shelley Lynn Olschefski, who also goes by Shelley Lynn Moody, Shelley Lynn Olschefski, is a registered financial professional currently at FIRST COMMAND BROKERAGE SERVICES, INC. located in Fort Worth, Texas.
Shelley is registered as a RR (Registered Representative) and started their career in finance in 1999. Shelley has worked at 7 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 7, Series 4 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Shelley Lynn Olschefski's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 29, 2025 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.
Office #1: 1 Firstcomm Plaza, Fort Worth, TX 76109August 30, 2012 - January 30, 2025
FIDELITY BROKERAGE SERVICES LLC
August 7, 2012 - January 30, 2025
NATIONAL FINANCIAL SERVICES LLC
March 8, 2011 - December 8, 2011
TD AMERITRADE, INC.
March 8, 2011 - December 8, 2011
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
January 27, 2006 - December 8, 2011
TD AMERITRADE, INC.
January 3, 2002 - January 30, 2006
TD AMERITRADE CLEARING, INC.
September 30, 1999 - December 31, 2001
J.P. SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/23/2025)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
FIRST COMMAND BROKERAGE SERVICES, INC.
CRD#: 3641 / SEC#: , 8-7072
Contact information
FINRA licenses (52 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FIRST COMMAND FINANCIAL SERVICES, INC. | STOCKHOLDER/OWNER | |
| CADDELL, TINA KATHERINE | VICE PRESIDENT - PRINCIPAL OPERATIONS OFFICER | 3041675 |
| CERBONE, HEIDI ELIZABETH | VICE PRESIDENT AND TREASURER | 5734664 |
| CHARTAN, ERIC | SENIOR VICE PRESIDENT, CHIEF LEGAL OFFICER | 4809520 |
| GRIFFIN, CASEY JAMES | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | 3124214 |
| HUBKA, MEEGHAN LYNNE | VICE PRESIDENT, PRINCIPAL FINANCIAL OFFICER (FINOP) | 5859322 |
| RICHTER, KELLEEN MARIE | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER | 2098017 |
| SMITH, FRANK DEAN | SENIOR VICE PRESIDENT - CHIEF INFORMATION SECURITY OFFICER & CHIEF TECHNOLOGY OFFICER | 6005160 |
| STEFFE, MARK DUANE | PRESIDENT/CEO | 2204689 |
Disclosures
| Regulatory Event | 5 |
| Arbitration | 3 |
Red Flags
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