Unclaimed
Sheila Renee Quattlander is a financial advisor who has been in the industry for over 13 years. Sheila is currently registered with Ameriprise Financial Services, LLC and has branch office locations in Tucson, Arizona and Oro Valley, Arizona. Sheila has previously been registered with Securities America, Inc. and Southwest Securities, Inc.. Sheila is licensed to provide advisory services in 24 states and the District of Columbia. Sheila has a wide range of experience in the financial services industry and is committed to providing her clients with personalized financial advice.
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
AZ
05/30/2018 - Present
Ameriprise Financial Services, LLC (TUCSON AZ)
TX
03/16/2015 - 08/11/2017
SECURITIES AMERICA, INC. (DALLAS TX)
TX
07/07/2010 - 03/10/2015
SOUTHWEST SECURITIES, INC. (DALLAS TX)
BOTH
Issued 09/12/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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