Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Freeman is a financial advisor at LPL Financial LLC. Sheila has been in the industry since 2000 and is registered with the state of Virginia. She is a registered representative and investment advisor representative. Sheila specializes in providing financial planning, portfolio management, and retirement planning. Sheila has worked for several firms throughout her career, including INFINEX INVESTMENTS, INC., BB&T INVESTMENT SERVICES, INC., and FIRST UNION BROKERAGE SERVICES, INC. She is also a Registered Principal with LPL Financial.
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.
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2
VA
01/04/2022 - Present
LPL Financial LLC (GLEN ALLEN VA)
VA
10/31/2016 - 03/17/2021
INFINEX INVESTMENTS, INC. (Mechanicsville VA)
VA
03/10/2016 - 10/10/2016
LPL FINANCIAL LLC (GLEN ALLEN VA)
VA
03/28/2006 - 04/21/2014
BB&T INVESTMENT SERVICES, INC. (ASHLAND VA)
NC
08/14/2000 - 12/31/2004
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
01/01/1998 - 12/21/1998
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NC
09/07/1995 - 01/01/1998
SIGNET FINANCIAL SERVICES,INC. (CHARLOTTE NC)
IA
Issued 07/12/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/06/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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