Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aleeah? Claim Your ProfileAleeah Sheedy is a Financial Consultant with Florida Financial Advisors, LLC, and Texas Financial Advisors, both based in Dallas, Texas. She is registered with the state of Florida and Texas. Aleeah received her Uniform Investment Adviser Law Examination certification in November of 2024. She has several years of experience in various industries including food service, customer service, and youth care. Aleeah specializes in providing financial planning, pension consulting, and selection of other advisors. She also manages portfolios for businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
2% of net worth or assets for financial planning clients
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2
TX
12/03/2024 - Present
Florida Financial Advisors, LLC (Dallas TX)
Active
Inactive
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