Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Stotler has been in the financial industry for over twenty years. Sheila is a registered representative of MML Investors Services, LLC and is also a registered investment advisor in Pennsylvania. Sheila's experience and expertise have made her a valuable advisor for individuals, businesses, and institutions, helping them reach their financial goals. In addition to serving clients in Pennsylvania, Sheila also serves clients in several other states. Sheila has a strong track record of success in the financial services industry, having passed multiple industry exams. Sheila has held positions at both MML Investors Services, LLC and Brinker Capital Securities, LLC. Sheila offers a variety of financial services, including investment advice, portfolio management, financial planning, and pension consulting. Sheila also provides educational seminars to help clients learn about various financial topics.
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 programs
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.
Solicitors fees
1
2
PA
03/15/2021 - Present
MML Investors Services, LLC (LANCASTER PA)
PA
12/14/2001 - 01/04/2021
BRINKER CAPITAL SECURITIES, LLC (BERWYN PA)
IA
Issued 03/01/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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