Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Whitten is an investment advisor representative registered with Independent Advisor Alliance, LLC in Atlanta, Georgia. Sheila has been in the industry since 2004, providing financial advice and planning services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Sheila Whitten has experience working for firms such as LPL Financial LLC, Stephens Inc., UBS Financial Services Inc., and Citigroup Global Markets Inc. Sheila also provides financial planning services for investment clubs and investment companies.
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.
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2
GA
10/09/2021 - Present
Independent Advisor Alliance, LLC (Atlanta GA)
GA
10/07/2021 - 11/09/2023
LPL FINANCIAL LLC (ATLANTA GA)
GA
06/05/2014 - 10/14/2021
STEPHENS (ATLANTA GA)
GA
01/22/2009 - 06/13/2014
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
GA
12/20/2006 - 02/10/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
AL
02/03/2004 - 12/13/2006
PFS INVESTMENTS INC. (AUBURN AL)
BOTH
Issued 02/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/02/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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