Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles E Sheehan is a financial advisor with Mutual of Omaha Investor Services, Inc. Charles Sheehan has been in the industry since February 18, 2014. Charles Sheehan is registered in Massachusetts. Charles Sheehan has been associated with Mutual of Omaha Investor Services, Inc., in Braintree, Massachusetts, since September 1, 2020. Prior to working with Mutual of Omaha Investor Services, Inc., Charles Sheehan worked at Synovus Securities, Inc., in Merritt Island, Florida, Santander Securities LLC, in Duxbury, Massachusetts, and Mutual of Omaha Investor Services, Inc. in Quincy, Massachusetts. Charles Sheehan holds Series 6, SIE and Series 63 securities licenses. Charles Sheehan specializes in offering financial planning, portfolio management for individuals, and selection of other advisors.
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.
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.
Promoter fees and third party money manager fees
1
2
MA
09/01/2020 - Present
Mutual OF Omaha Investor Services, Inc. (BRAINTREE MA)
FL
08/01/2019 - 03/30/2020
SYNOVUS SECURITIES, INC. (MERRITT ISLAND FL)
MA
02/06/2014 - 01/31/2017
SANTANDER SECURITIES LLC (DUXBURY MA)
MA
02/14/2011 - 12/31/2013
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (QUINCY MA)
BC
Issued 08/04/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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