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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Anne Volrath is an investment advisor representative at Morgan Stanley, with over 20 years of experience in the financial services industry. Sheila has a strong track record of providing personalized financial advice to individuals, families, and businesses. She holds both Series 66 and Series 7 licenses, as well as multiple state registrations. Prior to joining Morgan Stanley, Sheila worked at Citigroup Global Markets and Edward Jones. Sheila is committed to building long-term relationships with her clients and helping them 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IA
02/11/2014 - Present
Morgan Stanley (Davenport IA)
IA
11/23/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DAVENPORT IA)
IA
04/06/1999 - 11/26/2007
EDWARD JONES (ELDRIDGE IA)
BOTH
Issued 05/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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