Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Renee Engleman is a financial advisor associated with LPL Financial LLC. Sheila has been in the industry since December 15, 1998, with prior experience at INVEST Financial Corporation, FIRST LEGACY SECURITIES, LLC, LINSCO/PRIVATE LEDGER CORP., and CHARLES SCHWAB & CO., INC.. Sheila is registered to offer securities in 23 states. Sheila is also licensed as an investment advisor representative in North Carolina and Texas. Sheila's office is located at 116 PEACHTREE ST in MURPHY, NC.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NC
02/14/2018 - Present
LPL Financial LLC (MURPHY NC)
NC
07/23/2009 - 02/14/2018
INVEST FINANCIAL CORPORATION (ANDREWS NC)
NC
07/07/2004 - 07/23/2009
FIRST LEGACY SECURITIES, LLC (MURPHY NC)
SC
06/24/2003 - 07/20/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
TX
04/23/1998 - 10/29/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 07/23/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/11/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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