Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Ross is a financial professional with over 20 years of experience in the industry. Sheila has worked with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC since 2012. Prior to that, Sheila worked with a variety of firms, including J.W. COLE FINANCIAL, INC., RAYMOND JAMES FINANCIAL SERVICES, INC., CITIGROUP GLOBAL MARKETS INC., RAYMOND JAMES & ASSOCIATES, INC., SUNTRUST SECURITIES, INC. and T. ROWE PRICE INVESTMENT SERVICES, INC.. Sheila holds Series 6, 7, 9, 10, 24, 63, 66, 99TO, and SIE licenses and is registered in Florida and Georgia. Sheila specializes in providing financial planning and portfolio management for individuals and families. Sheila is also a member of the Mary Kay Independent Consultant and the Phi Kappa Tau Delta Gamma Chapter Parents Club.
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.
Helps you choose top advisors aligned with your financial 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.
Compensation from affiliates
1
2
FL
06/19/2012 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Tampa FL)
FL
04/21/2009 - 02/15/2012
J.W. COLE FINANCIAL, INC. (TAMPA FL)
FL
01/06/2009 - 04/22/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
07/25/2007 - 10/07/2008
CITIGROUP GLOBAL MARKETS INC. (TAMPA FL)
FL
08/08/2005 - 07/24/2007
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
09/10/2001 - 07/24/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
GA
05/08/1999 - 09/17/2001
SUNTRUST SECURITIES, INC. (ATLANTA GA)
MD
01/08/1998 - 04/08/1999
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BOTH
Issued 06/15/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/16/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/07/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/07/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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