Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Lynn Sommers is a financial advisor with over 20 years of experience in the industry. Sheila is currently registered with American Portfolios Financial Services, Inc. and Osaic Institutions, Inc. and Osaic Wealth, Inc. Sheila has a strong background in investment management and financial planning. She is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
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2
NY
12/22/2023 - Present
American Portfolios Financial Services, Inc. (HOLBROOK NY)
GA
12/07/2023 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
12/07/2023 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
02/08/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
02/04/2016 - 10/30/2017
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
02/04/2016 - 10/30/2017
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
02/04/2016 - 10/30/2017
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
02/10/2014 - 10/30/2017
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
MN
10/08/2013 - 01/08/2014
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
05/11/2010 - 05/30/2013
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
MN
02/09/2002 - 05/12/2010
HARTFORD INVESTMENT FINANCIAL SERVICES, LLC (WOODBURY MN)
MN
05/15/2001 - 01/07/2002
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BC
Issued 05/01/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/17/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/30/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/14/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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