Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Morgan is an investment advisor representative at Diamant Asset Management, Inc. Sheila has been in the financial services industry since 2013. Sheila has Series 7 and Series 66 securities licenses and is registered with the state of Connecticut. Sheila has experience with both individual and charitable organization clients and specializes in financial planning and portfolio management.
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.
A percentage of the total value of assets under management is charged.
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CT
02/11/2021 - Present
Diamant Asset Management, Inc. (RIDGEFIELD CT)
CT
05/25/2017 - 10/11/2019
CHARLES SCHWAB & CO., INC. (West Hartford CT)
CT
01/12/2017 - 03/20/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (MIDDLETOWN CT)
BOTH
Issued 10/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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