Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Minuska Shepherd is an investment advisor representative associated with Thrivent Investment Management Inc.. Sheila is a registered investment advisor in 51 states and the District of Columbia. Sheila has been in the financial services industry since January 9, 2019. She is also a licensed event planner and helps plan events for parents on her free time.
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.
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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MN
11/30/2023 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
GA
01/09/2019 - 02/28/2022
WELLS FARGO CLEARING SERVICES, LLC (SAVANNAH GA)
BOTH
Issued 08/01/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/09/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/14/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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