Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Denise Stinson is an active Registered Representative and Investment Advisor Representative. Sheila has been in the financial services industry since July 28, 2002. Sheila is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., where she is a financial advisor. Sheila specializes in helping individuals, families, and businesses with a variety of financial needs, including retirement planning, investment management, and estate planning. Sheila also has experience working with high-net-worth individuals and families. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Sheila worked at BANC OF AMERICA INVESTMENT SERVICES, INC. in Boston, MA. Sheila holds a Series 63, 66, and 7 licenses, as well as the SIE exam.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MD
10/23/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHEVY CHASE MD)
MA
04/16/2001 - 04/23/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 12/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2019
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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