Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Cooley Dempski is a registered representative with Raymond James Financial Services Advisors, Inc. Sheila has been in the securities industry since June 2022. Sheila has passed the Series 7TO and SIE exams. She is registered in Oregon and Washington, and is also registered as an Investment Advisor Representative (IAR) in Washington. Sheila specializes in providing financial advice to individuals, corporations and other businesses, charitable organizations, and pension plans. Sheila is also an associate for First Technology Federal Credit Union and Addison Avenue Investment Services, where she provides administrative support to financial 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.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
WA
08/17/2022 - Present
Raymond James Financial Services Advisors, Inc. (Sammamish WA)
BOTH
Issued 08/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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