Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Marie Portela is a financial professional with over 10 years of experience in the financial services industry. Sheila holds Series 63, 7, 9 and 10 licenses and is registered with Charles Schwab & CO., Inc. in Arizona, California and Texas.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral 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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CA
12/12/2013 - Present
Charles Schwab & CO., Inc. (San Francisco CA)
BC
Issued 02/20/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/19/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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