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 Leblanc is a financial advisor registered with LPL Financial LLC. Sheila has been in the financial services industry since 1999. Sheila is licensed to conduct business in Louisiana. Sheila has passed the Securities Industry Essentials Examination and the Investment Company Products/Variable Contracts Representative Examination. Sheila is currently employed by LPL Financial LLC in Thibodaux, LA. Sheila previously worked for CAPITAL ONE INVESTMENTS, LLC in Thibodaux, LA.
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.
Consulting and other non-discretionary advisory services
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
LA
05/23/2008 - Present
LPL Financial LLC (THIBODAUX LA)
LA
05/03/1999 - 05/20/2008
CAPITAL ONE INVESTMENTS, LLC (THIBODAUX LA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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