Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josephine? Claim Your ProfileJosephine Sheehey is a financial advisor at LPL Financial LLC in FORT MILL, SC. Josephine has been in the financial industry since 2010. Josephine holds Series 66, SIE, and Series 7 licenses. She has also earned the Certified Financial Planner designation. Before joining LPL Financial LLC, Josephine worked at Charles Schwab & Co., Inc. and USAA Financial Advisors, Inc. Josephine specializes in providing financial planning, portfolio management, and consulting services to individuals, families, and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
01/14/2022 - Present
LPL Financial LLC (FORT MILL SC)
FL
05/23/2020 - 01/16/2022
CHARLES SCHWAB & CO., INC. (Temple Terrace FL)
FL
04/20/2011 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (Tampa FL)
CA
07/03/2009 - 07/14/2010
FOOTHILL SECURITIES, INC. (ROSEVILLE CA)
BOTH
Issued 08/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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