Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Carmen is a financial advisor with Cetera Investment Advisers LLC, located in Meadville, Pennsylvania. Sheila has been in the industry since August 21, 1997. She has a broad range of experience, having worked with multiple firms over the years. Sheila holds various licenses, including Series 7, Series 26, Series 63, and Series 65. She specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
02/12/2014 - Present
Cetera Investment Advisers LLC (MEADVILLE PA)
PA
03/04/2009 - 02/12/2014
LPL FINANCIAL LLC (MEADVILLE PA)
PA
11/26/2002 - 03/11/2009
INVEST FINANCIAL CORPORATION (COCHRANTON PA)
NJ
12/06/2001 - 11/29/2002
FUTURESHARE FINANCIAL LLC (JERSEY CITY NJ)
IN
10/25/2000 - 12/05/2001
CONSECO SECURITIES, INC. (CARMEL IN)
OH
01/04/1999 - 10/20/2000
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
OH
02/18/1998 - 10/20/2000
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
NY
08/03/1998 - 01/04/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
03/12/1998 - 08/03/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
PA
07/10/1997 - 01/09/1998
PNC BROKERAGE CORP (PITTSBURGH PA)
IA
Issued 02/05/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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