Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you April? Claim Your ProfileApril Sheldon is a registered investment advisor representative with Concurrent Investment Advisors, LLC. April has been in the financial services industry since October 2007 and has been registered in multiple states. April is a registered principal and has passed the Series 66, Series 24 and Series 7 exams. Concurrent Investment Advisors, LLC is a Registered Investment Advisor (RIA) headquartered in Tampa, Florida. The firm has approximately $6.25 Billion under management, with offices in Georgia and Florida. The firm provides financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, businesses, corporations, pension and profit-sharing plans, and other financial institutions.
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.
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.
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2
GA
01/14/2025 - Present
Concurrent Investment Advisors, LLC (Cumming GA)
FL
05/12/2011 - 12/31/2014
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
MI
10/02/2007 - 12/31/2008
RAYMOND JAMES & ASSOCIATES, INC. (SOUTHFIELD MI)
BOTH
Issued 11/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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