Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Davidsmeyer has been in the financial services industry since 1999. Sheila is currently registered with Northwestern Mutual Investment Services, LLC and is licensed to provide investment advice in 26 states. Sheila is a licensed investment advisor and holds both Series 6 and Series 63 licenses. She is a volunteer consultant for the Pittsfield Public Library. In addition to investment advice, Sheila also offers referrals to other 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.
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
IL
03/20/2015 - Present
Northwestern Mutual Investment Services, LLC (PITTSFIELD IL)
WI
07/13/1999 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 03/19/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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