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Sheila Sue Burton

Athene Securities, LLC

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About Sheila Sue Burton

Sheila Sue Burton is a financial professional with over 25 years of experience in the industry. Sheila has a diverse background, having worked for several firms in different roles. Currently, she is registered with Athene Securities, LLC and is active in Illinois and Iowa. Sheila holds several licenses, including Series 7, 24, 63, 99TO, and 14.

Firm Information

Sheila Burton is currently registered with Athene Securities, LLC. Athene Securities, LLC is a Limited Liability Company formed on April 21, 2006. The firm is registered with the SEC and in all 51 states.

Not reported

Assets Under Management

Not reported

Total Clients

191

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Sheila Burton’s Registration & Firm History

IA

03/04/2016 - Present

Athene Securities, LLC (WEST DES MOINES IA)

IA

12/22/1999 - 05/29/2007

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

OH

05/01/1990 - 12/31/1997

ALLIED GROUP MERCHANT BANKING CORPORATION (COLUMBUS OH)

MN

01/03/1991 - 08/07/1992

DOUGHERTY, DAWKINS, STRAND & BIGELOW, INCORPORATED (MINNEAPOLIS MN)

NA

12/18/1984 - 12/31/1990

ALLIED GROUP SECURITIES CORPORATION

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Licenses & Designations

BC

Issued 05/23/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 04/05/2016

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 03/04/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sheila Sue Burton.
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