Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Terry Cromwell is a financial advisor with over 40 years of experience in the industry. Sheila has been with Morgan Stanley since 2008 and has a long history of working with clients in the New York area. Previously, Sheila was employed by UBS Financial Services Inc. and Prudential Securities Incorporated. She has a broad range of experience in providing financial advice, including investment management, financial planning and portfolio management for businesses and individuals. Sheila is a registered representative with FINRA and is licensed in several states.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
05/14/2020 - Present
Morgan Stanley (Purchase NY)
NY
08/28/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)
NY
05/26/1994 - 09/08/2008
UBS FINANCIAL SERVICES INC. (WHITE PLAINS NY)
NY
09/14/1984 - 05/10/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
01/31/1980 - 09/28/1984
PAINEWEBBER INCORPORATED
NA
06/01/1978 - 01/31/1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
BC
Issued 10/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Sheila Cromwell is the right advisor for you? Invested Better is here to help.
