Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila June Stevenson is a financial advisor with SPC. Sheila June Stevenson has been in the financial services industry since June 2019 and has been registered with the state of Indiana since January 2022. Sheila June Stevenson is a registered representative of SPC and is also registered as an investment advisor representative with the state of Indiana. Sheila June Stevenson has experience providing comprehensive financial planning services to clients, including investment advice, retirement planning, and college savings. Sheila June Stevenson is also a notary public in the state of Indiana.
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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
IN
01/07/2022 - Present
SPC (Plainfield IN)
BOTH
Issued 01/24/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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