Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Lawrence is a financial advisor registered with Ballentine Partners. Sheila is an Investment Advisor Representative (IAR) and is licensed in Louisiana, Massachusetts, and New Hampshire. Sheila's firm offers financial planning, educational seminars, and portfolio management for individuals, pooled investment vehicles, and charitable organizations.
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.
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.
Project fees
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2
MA
08/28/2012 - Present
Ballentine Partners (WALTHAM MA)
NY
03/20/2002 - 07/27/2004
BEAR, STEARNS & CO. INC. (NEW YORK NY)
IA
Issued 08/08/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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