Unclaimed
Sheila Mares is a financial advisor based in Denver, CO. She has been in the financial services industry for over 4 years, holding licenses in both Colorado and nationally. Currently, Sheila Mares works at Piper Sandler & Co., where she has been since March 2022. Previously, Sheila Mares was an advisor at D.A. Davidson & Co. from August 2018 to March 2022. Sheila Mares holds the Series 52 and SIE licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Analytical reports/public finance consulting program
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
CO
03/08/2022 - Present
Piper Sandler & Co. (DENVER CO)
CO
08/29/2018 - 03/01/2022
D.A. DAVIDSON & CO. (DENVER CO)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2018
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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