Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Hanley is a registered representative of MML Investors Services, LLC, a leading financial services firm. Sheila has been in the financial services industry since 2010 and holds the Series 63, 65, and 7 licenses as well as the SIE. Sheila is experienced in providing investment advice and financial planning services to individual clients, businesses, and institutions. In addition, Sheila is a licensed insurance agent for MassMutual Life Insurance Company. Sheila is committed to helping her clients achieve their financial goals through a personalized approach to financial planning. Prior to her current role, Sheila was with Dominion Investor Services, Inc. and LPL Financial LLC.
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
TX
05/27/2021 - Present
MML Investors Services, LLC (San Antonio TX)
TX
02/01/2012 - 12/31/2019
DOMINION INVESTOR SERVICES, INC. (SAN ANTONIO TX)
TX
08/09/2011 - 02/09/2012
LPL FINANCIAL LLC (SAN ANTONIO TX)
GA
06/30/2010 - 08/10/2011
RESOURCE HORIZONS GROUP LLC (MARIETTA GA)
IA
Issued 05/18/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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