Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Hagen is a financial advisor with Northwestern Mutual Investment Services, LLC. Sheila has been in the financial services industry since September 18, 2007 and is registered with FINRA and the state of North Carolina. Sheila also holds Series 63, SIE and Series 7 licenses. Before joining Northwestern Mutual Investment Services, LLC, Sheila was affiliated with EDWARD JONES in ROUGEMONT, NC.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
NC
03/26/2008 - Present
Northwestern Mutual Investment Services, LLC (DURHAM NC)
NC
09/27/2005 - 04/03/2006
EDWARD JONES (ROUGEMONT NC)
BC
Issued 09/30/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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