Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Ann Cooper is a registered representative with M Holdings Securities, Inc. Sheila has been in the securities industry since April 29, 2015. Sheila has a strong track record of success in the financial services industry. Sheila is licensed in California and holds the Series 6, 7, 7TO, and SIE licenses. Sheila is a well-respected financial professional with a proven ability to help 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.
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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CA
11/17/2023 - Present
M Holdings Securities, Inc. (OXNARD CA)
OR
12/01/2000 - 11/18/2002
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
MA
05/02/1994 - 12/05/2000
MUTUAL SERVICE CORPORATION (BOSTON MA)
BC
Issued 01/27/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/22/2023
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/29/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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