Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Louise Scott is a licensed securities professional with over 5 years of experience in the financial services industry. Sheila holds Series 7, Series 9 and Series 63 licenses and is registered with Stifel, Nicolaus & Company, Inc. in Missouri. Previously, Sheila was employed by Charles Schwab & Co., Inc. and TD Ameritrade, Inc. Prior to joining Stifel, Nicolaus & Company, Inc., Sheila was a registered representative at Charles Schwab & Co., Inc.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
05/07/2024 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
MO
02/20/2023 - 01/09/2024
CHARLES SCHWAB & CO., INC. (St Louis MO)
MO
07/19/2018 - 02/20/2023
TD AMERITRADE, INC. (ST. LOUIS MO)
BC
Issued 07/27/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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