Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Littleton is a financial advisor who has been in the industry for over 20 years. She currently works with Cetera Investment Advisers LLC. Sheila has a Series 6, Series 63, and SIE license and is registered in multiple states, including New York, Texas, Colorado, Missouri, North Carolina, Rhode Island, and Vermont. Sheila previously worked with C. J. M. PLANNING CORP. and Chase Investment Services Corp. In addition to her role as a financial advisor, Sheila also works with clients on health insurance and life insurance.
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.
A percentage of the total value of assets under management is charged.
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NY
02/27/2023 - Present
Cetera Investment Advisers LLC (VALHALLA NY)
NJ
10/22/2004 - 10/24/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
IL
04/30/2002 - 05/15/2003
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BC
Issued 05/16/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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