Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Nicastro is a financial advisor with A.g.p. / Alliance Global Partners. Sheila has been in the financial industry since 2001. Previously, Sheila worked at STOEVER, GLASS & COMPANY INC., AEGIS CAPITAL CORP., LPL FINANCIAL LLC, HERBERT J. SIMS & CO. INC., RAYMOND JAMES FINANCIAL SERVICES, INC., RYAN BECK & CO., and GRUNTAL & CO., L.L.C.. Sheila holds FINRA Series 7 and SIE licenses. Sheila is registered to provide investment advice in the state of Florida. Sheila specializes in providing financial planning, portfolio management, and selection of other advisors to individuals, businesses, and pooled investment vehicles.
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.
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.
A percentage of the total value of assets under management is charged.
Sub-adviser of pooled investment vehicle charges a performance f
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2
FL
12/15/2023 - Present
A.g.p. / Alliance Global Partners (BOCA RATON FL)
FL
10/22/2018 - 12/18/2023
STOEVER, GLASS & COMPANY INC. (Boca Raton FL)
FL
02/18/2016 - 11/07/2018
AEGIS CAPITAL CORP. (BOCA RATON FL)
FL
12/06/2017 - 12/07/2017
LPL FINANCIAL LLC (COCONUT CREEK FL)
FL
07/06/2011 - 02/16/2016
HERBERT J. SIMS & CO. INC. (BOCA RATON FL)
FL
03/24/2006 - 04/19/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (CORAL SPRINGS FL)
NJ
04/29/2002 - 02/10/2006
RYAN BECK & CO. (FLORHAM PARK NJ)
NY
12/07/2000 - 05/13/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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