Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandy? Claim Your ProfileSandy Sheils is a registered representative with Osaic Wealth, Inc. Sandy has been in the financial services industry since 1986. Sandy's primary focus is on providing financial planning and portfolio management services for individuals, businesses, and high-net-worth clients. Sandy is also a registered investment advisor with the State of Michigan and holds the Series 6, Series 62, Series 22, and SIE licenses. Prior to joining Osaic Wealth, Inc., Sandy was employed by Securities America, Inc. and Investcorp, Inc. Sandy is a valuable asset to Osaic Wealth, Inc. and provides comprehensive financial services to a wide range of clients.
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.
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
MI
06/14/2024 - Present
Osaic Wealth, Inc. (TROY MI)
MI
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (TROY MI)
MI
01/15/1996 - 07/17/2020
INVESTACORP, INC. (TROY MI)
CA
08/14/1992 - 01/19/1996
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
PA
04/24/1986 - 08/13/1992
CIGNA SECURITIES, INC. (RADNOR PA)
BC
Issued 03/19/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/1989
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 05/19/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/23/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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