Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Maureen Harvey is a financial advisor with over 16 years of experience in the financial services industry. Sheila has been with Captrust since March 2023, bringing a wealth of knowledge and expertise in portfolio management, financial planning, and retirement planning. Prior to joining Captrust, Sheila worked at Morgan Stanley, where she honed her skills and developed a strong track record of success. Sheila 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IN
05/03/2023 - Present
Captrust (Chesterton IN)
IL
06/01/2009 - 04/10/2023
MORGAN STANLEY (Chicago IL)
IL
11/06/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CHICAGO IL)
IL
01/10/2007 - 11/04/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
BOTH
Issued 05/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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