Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Spainhour Shaffer is a financial advisor with Rockefeller Financial LLC. Sheila has been a financial advisor for over 40 years and has experience in a variety of financial services, including investment management, financial planning, and pension consulting. Sheila is a CERTIFIED FINANCIAL PLANNER™ professional and is registered to provide investment advice in a number of states. Sheila is dedicated to helping individuals and families reach their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
GA
11/13/2023 - Present
Rockefeller Financial LLC (ATLANTA GA)
DC
08/19/2009 - 10/09/2023
JANNEY MONTGOMERY SCOTT LLC (WASHINGTON DC)
DC
06/01/2009 - 09/16/2009
MORGAN STANLEY SMITH BARNEY (WASHINGTON DC)
DC
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
MD
11/03/1987 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
10/30/1987 - 11/04/1987
LEGG MASON MASTEN INC.
NA
07/22/1987 - 10/31/1987
LEGG MASON WOOD WALKER, INCORPORATED
NA
01/26/1984 - 04/10/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 07/26/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/15/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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