Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheena? Claim Your ProfileSheena Potts is a financial advisor with Equity Services, Inc. Sheena has been in the financial services industry since June 2022. Sheena is registered as an Investment Advisor Representative (IAR) in New Jersey. Sheena is also registered as a Broker in New Jersey, New York, Pennsylvania, South Carolina, and Utah. Sheena has earned her Series 63 and Series 65 securities licenses. Sheena holds a Series 6TO license for investment company products and a SIE license for securities industry essentials. Sheena has experience working with individuals, high-net-worth individuals, businesses, charitable organizations, and pension plans. Sheena offers a variety of financial services, including financial planning, portfolio management, and pension consulting.
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.
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.
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2
PA
01/31/2024 - Present
Equity Services, Inc. (MEDIA PA)
IA
Issued 01/18/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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