Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Roesler is a financial advisor in Fishers, Indiana, registered with Northwestern Mutual Investment Services, LLC. Sheila has been in the securities industry since May 1988. She has experience in the financial services industry in a variety of roles, including with Robert W. Baird & Co. Incorporated, Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company. Sheila is licensed in 22 states. Sheila is also an investment advisor representative, which means she is qualified to provide investment advice to clients. Sheila is registered with FINRA and the state of Indiana. She is also a registered investment advisor representative. She is a registered investment advisor representative. Sheila has a Series 66 license, a Series 63 license, a Series 24 license, a Series 7 license, and a SIE license.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
IN
10/21/2005 - Present
Northwestern Mutual Investment Services, LLC (Indianapolis IN)
WI
03/03/1997 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IN
02/23/1988 - 11/27/1996
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
02/23/1988 - 11/27/1996
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
02/23/1988 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
BOTH
Issued 10/19/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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