Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheela? Claim Your ProfileSheela Shah is a financial professional with over 30 years of experience in the industry. She is currently registered with MML Investors Services, LLC and holds a Series 6, Series 63 and Series 65 license. Previously, Sheela was registered with MSI Financial Services, Inc. and Metropolitan Life Insurance Company. Sheela specializes in providing financial planning, portfolio management, and asset allocation programs to individuals, corporations, and other business entities.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MD
03/25/2017 - Present
MML Investors Services, LLC (ROCKVILLE MD)
MD
12/06/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (COLUMBIA MD)
MD
12/06/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (COLUMBIA MD)
NJ
02/20/1991 - 01/12/2006
CITISTREET EQUITIES LLC (SOMERSET NJ)
RI
12/12/1989 - 10/09/1990
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 05/11/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Sheela Shah is the right advisor for you? Invested Better is here to help.
