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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Marie Sullivan is a financial advisor at Cetera Investment Advisers LLC. Sheila has been in the financial services industry since May 2007. Sheila is registered with the state of Minnesota and holds Series 6, 7, 24, 63, and 66 licenses. Sheila has been with Cetera Investment Advisers LLC since August 2023. Prior to joining Cetera Investment Advisers LLC, Sheila worked at Securian Financial Services, Inc. from February 2014 to August 2023. Sheila is a specialist in financial planning, pension consulting, and portfolio management for individuals and businesses.
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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2
MN
08/10/2023 - Present
Cetera Investment Advisers LLC (ST PAUL MN)
MN
04/11/2014 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)
MN
06/20/2003 - 05/18/2007
FARMERS FINANCIAL SOLUTIONS, LLC (LITTLE CANADA MN)
BOTH
Issued 2/28/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/19/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/7/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/10/2014
Series 7 - General Securities Representative Examination
BC
Issued 6/19/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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