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Margaret Rivers Sheehan

Elevation, LLC

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About Margaret Rivers Sheehan

Margaret Sheehan is a securities professional with Elevation, LLC. Margaret has been in the financial industry for less than a year, having started on 08/01/2024. Margaret holds a Series 7TO and SIE license and is registered in Florida.

Firm Information

Margaret Sheehan is currently registered with Elevation, LLC. Elevation, LLC is a Limited Liability Company formed in December 2005 and is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

22

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Margaret Sheehan’s Registration & Firm History

NY

08/02/2024 - Present

Elevation, LLC (New York NY)

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Licenses & Designations

BC

Issued 08/02/2024

Series 7TO - General Securities Representative Examination

BC

Issued 08/02/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Margaret Rivers Sheehan.
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