Unclaimed
Sheila Ann Gindhart is a financial professional with a career spanning over six years in the financial services industry. Sheila has been affiliated with Transamerica Retirement Advisors, LLC since July 2021 and works in the firm's Mukwonago, WI location. Prior to joining Transamerica, Sheila held a position with Edward Jones from September 2013 to July 2019 in Wind Lake, WI. Sheila is registered with the state of Wisconsin and holds Series 66, Series 7, and SIE 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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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WI
07/28/2021 - Present
Transamerica Retirement Advisors, LLC (Mukwonago WI)
WI
09/11/2013 - 07/30/2019
EDWARD JONES (WIND LAKE WI)
BOTH
Issued 10/04/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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