Unclaimed
Sheila Sharpe is a financial advisor in Dyersburg, Tennessee. Sheila has been in the industry since February 1996. Currently, Sheila is a registered representative with LPL Financial LLC, a firm with a strong presence in the financial services industry. Sheila has experience working with a variety of clients, including individuals, corporations, and charitable organizations. She also has experience working with a range of investment products and services.
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.
Consulting and other non-discretionary advisory services
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
TN
03/28/2017 - Present
LPL Financial LLC (DYERSBURG TN)
TN
02/08/2011 - 03/27/2017
INFINEX INVESTMENTS, INC. (DYERSBURG TN)
TN
12/12/2005 - 02/09/2011
UVEST FINANCIAL SERVICES GROUP, INC. (DYERSBURG TN)
TN
04/30/1998 - 12/21/2005
FIRST TENNESSEE BROKERAGE, INC. (MEMPHIS TN)
MA
02/23/1996 - 04/28/1998
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/23/1996 - 04/28/1998
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 05/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/22/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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