Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Powell is a financial advisor with U.S. Bancorp Investments, Inc. in Gresham, Oregon. Sheila has over 20 years of experience in the financial services industry. Sheila holds Series 7, 24, 53, 63 and 66 securities licenses and specializes in providing financial planning, investment advice, and portfolio management services for individuals, families, businesses, and charitable organizations. Sheila has been with U.S. Bancorp Investments since 2010, previously working at Paulson Investment Company, Inc., Nationwide Securities, Inc., Ragen Mackenzie Investment Services, LLC and Allmerica Investments, Inc. Sheila also provides investment advice to clients through a variety of other channels, including online and phone consultations.
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.
12b-1,networking&shareholder serv,product partner arrangements
1
2
OR
10/25/2010 - Present
U.s. Bancorp Investments, Inc. (Gresham OR)
OR
03/10/2010 - 10/27/2010
PAULSON INVESTMENT COMPANY, INC. (PORTLAND OR)
WA
03/12/2007 - 03/05/2010
U.S. BANCORP INVESTMENTS, INC. (VANCOUVER WA)
OR
03/24/2005 - 02/28/2007
NATIONWIDE SECURITIES, INC. (PORTLAND OR)
WA
03/20/2001 - 12/05/2002
RAGEN MACKENZIE INVESTMENT SERVICES, LLC (SEATTLE WA)
MN
06/10/1999 - 03/16/2001
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MA
02/09/1999 - 06/09/1999
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 03/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/22/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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