Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Bernadette Cheek is a registered investment advisor with Edward Jones, a firm with over 20,000 employees and $10 billion - $50 billion in regulatory assets under management. Sheila has been in the financial services industry since 1994 and holds several licenses, including Series 7, 6, 63, and 65. Sheila has been with Edward Jones since 2012. Edward Jones offers a variety of services including financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
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.
See schedule d - miscellaneous
1
2
DC
12/27/2018 - Present
Edward Jones (WASHINGTON DC)
DC
03/04/2010 - 03/02/2012
SUNTRUST INVESTMENT SERVICES, INC. (WASHINGTON DC)
DC
05/29/2007 - 12/04/2009
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
DC
10/21/1993 - 05/29/2007
CITICORP INVESTMENT SERVICES (WASHINGTON DC)
IA
Issued 06/14/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/20/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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