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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Sosnowy Menair is a financial advisor at Commonwealth Financial Network. Sheila is a registered representative in Maine and has been in the financial services industry since 2002. Sheila specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. She is also a registered investment advisor in Maine. She previously worked at KEY INVESTMENT SERVICES LLC and BANC OF AMERICA INVESTMENT SERVICES, INC. Sheila is a member of FINRA and holds the Series 6, 7, 63, and 65 licenses, along with the SIE designation.
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.
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.
1
2
ME
01/02/2014 - Present
Commonwealth Financial Network (FALMOUTH ME)
ME
09/02/2008 - 01/03/2014
KEY INVESTMENT SERVICES LLC (BRUNSWICK ME)
ME
04/26/2006 - 04/28/2008
KEY INVESTMENT SERVICES LLC (BRUNSWICK ME)
MA
10/20/2004 - 04/05/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
10/11/2001 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
BC
Issued 09/17/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/23/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/10/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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