Unclaimed
Sheila Eileen Cu is a registered investment advisor representative. Sheila is currently employed by Old West Investment Management, LLC, located in Los Angeles, CA. Sheila has been in the industry since 2006 and previously held positions at ALETHEIA SECURITIES, INC., and The Seidler Companies Incorporated.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
01/20/2021 - Present
OLD West Investment Management, LLC (LOS ANGELES CA)
CA
10/27/2006 - 07/01/2009
ALETHEIA SECURITIES, INC., (SANTA MONICA CA)
CA
04/19/2006 - 10/09/2006
THE SEIDLER COMPANIES INCORPORATED (LOS ANGELES CA)
BOTH
Issued 09/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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