Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheena? Claim Your ProfileSheena Oberoi is a financial advisor with Winthrop Wealth. Sheena has been in the financial services industry since 2007. Sheena is a Certified Financial Planner and holds Series 7, 24, and 63 licenses.
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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AZ
05/15/2023 - Present
Winthrop Wealth (SCOTTSDALE AZ)
AZ
09/04/2007 - 03/04/2009
GUNNALLEN FINANCIAL, INC (SCOTTSDALE AZ)
AZ
04/12/2007 - 08/23/2007
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
BC
Issued 04/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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