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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheelagh? Claim Your ProfileSheelagh Howett is a Registered Representative with Cambridge Investment Research Advisors, Inc. She has been in the financial services industry since September 2006. Sheelagh has a variety of experience in the financial services industry, including working as a Registered Representative for CANTELLA & CO., INC. Sheelagh has passed a number of industry exams including the Series 66, Series 14, Series 24, Series 99TO, Series 7, and the SIE. She is currently registered with the state of Massachusetts. Sheelagh is also a Certified Financial Planner™. Sheelagh is committed to providing her clients with the highest level of service and expertise.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MA
09/26/2024 - Present
Cambridge Investment Research Advisors, Inc. (Malden MA)
MA
09/16/2011 - 12/09/2022
CANTELLA & CO., INC. (Malden MA)
BOTH
Issued 08/21/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 12/20/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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