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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheena? Claim Your ProfileSheena Effendi is a financial advisor with Fiducient Advisors LLC, a firm that provides investment consulting for individuals and non-profit organizations. Sheena has been in the financial industry for over 15 years. She is licensed to provide investment advice in Virginia. Sheena has a strong track record of success in helping her clients achieve their financial goals.
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.
Investment consulting for individuals and non profit organizations
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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VA
03/22/2018 - Present
Fiducient Advisors LLC (MCLEAN VA)
VA
09/16/2005 - 03/01/2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MCLEAN VA)
MO
04/21/2005 - 09/16/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
SC
01/03/2005 - 03/07/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NE
06/18/2003 - 05/13/2004
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
MN
11/29/2001 - 05/28/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/29/2001 - 05/28/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/26/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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