Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Curran Woelfel is a financial professional with over 28 years of experience in the financial services industry. Sheila is currently registered with Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Advisor Networks LLC, and Cetera Investment Services LLC. Sheila holds the Series 6, Series 63, and SIE securities licenses. Sheila has previously been registered with FSC Securities Corporation and LPL Financial Corporation.
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.
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.
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CA
10/17/2014 - Present
Cetera Advisors LLC (EL SEGUNDO CA)
GA
03/09/2010 - 07/24/2014
FSC SECURITIES CORPORATION (ATLANTA GA)
MA
05/14/1993 - 02/05/2008
LPL FINANCIAL CORPORATION (BOSTON MA)
BC
Issued 05/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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