Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Barrientos Tondre is an investment advisor representative at Fidelity Personal And Workplace Advisors in San Antonio, TX. Sheila has been in the financial services industry since December 1999. Previous firms where Sheila was registered include J.P. Morgan Securities LLC, TIAA-CREF Individual & Institutional Services, LLC, Citigroup Global Markets Inc., CitiCorp Investment Services, and PFS Investments Inc.
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.
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.
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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2
TX
04/13/2022 - Present
Fidelity Personal AND Workplace Advisors (SAN ANTONIO TX)
TX
10/10/2019 - 03/10/2022
J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)
TX
01/06/2016 - 07/12/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (SAN ANTONIO TX)
TX
03/01/2007 - 12/10/2015
CITIGROUP GLOBAL MARKETS INC. (SAN ANTONIO TX)
TX
03/29/2006 - 03/09/2007
CITICORP INVESTMENT SERVICES (SAN ANTONIO TX)
GA
06/09/1999 - 02/10/2006
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 04/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/04/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/01/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/07/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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