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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 McFarland is a financial advisor with Ameriprise Financial Services, LLC. Sheila McFarland has been in the financial industry for more than 6 years. Sheila McFarland has been registered with Ameriprise Financial Services, LLC since 2018. Before that, Sheila McFarland was with Waddell & Reed and Northwestern Mutual Investment Services, LLC. Sheila McFarland has Series 6, 7, 63, and 66 securities licenses. Sheila McFarland is also licensed to offer insurance products in Illinois. Sheila McFarland's office is located at 15030 S RAVINIA AVE, STE 39 in Orland Park, IL. Sheila McFarland is a registered investment advisor representative in Illinois.
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.
Asset allocation services
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
IL
05/18/2018 - Present
Ameriprise Financial Services, LLC (ORLAND PARK IL)
IL
12/14/2017 - 05/10/2018
WADDELL & REED (OAK BROOK IL)
IA
03/05/2012 - 04/12/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (AMES IA)
BOTH
Issued 04/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/02/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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