Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Freed Llanio is a financial professional with over 12 years of experience in the financial services industry. Sheila is currently registered with MML Investors Services, LLC in SPRINGFIELD, MA and has previously worked at HORNOR, TOWNSEND & KENT, LLC, PRUCO SECURITIES, LLC., INVEST FINANCIAL CORPORATION, PROEQUITIES, INC., DIRECTED SERVICES LLC, PHOENIX EQUITY PLANNING CORPORATION and USALLIANZ INVESTOR SERVICES, LLC. She is licensed to provide securities-related services in Maryland. Sheila holds a Series 6, 63, 26 and SIE license.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
10/21/2022 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
MD
11/14/2016 - 10/20/2020
HORNOR, TOWNSEND & KENT, LLC (HUNT VALLEY MD)
PA
08/24/2015 - 10/31/2016
PRUCO SECURITIES, LLC. (YORK PA)
MD
02/18/2015 - 08/25/2015
INVEST FINANCIAL CORPORATION (TOWSON MD)
OH
09/19/2010 - 12/18/2012
PROEQUITIES, INC. (DUBLIN OH)
PA
05/22/2007 - 01/14/2009
DIRECTED SERVICES LLC (WEST CHESTER PA)
CT
01/10/2007 - 05/10/2007
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
MN
11/08/2001 - 07/26/2005
USALLIANZ INVESTOR SERVICES, LLC (MINNEAPOLIS MN)
BC
Issued 01/13/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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