Unclaimed
Sheila Yvette Doyle is a financial advisor who has been in the industry since 2002. She is currently registered with Northwestern Mutual Investment Services, LLC in Tallahassee, Florida and holds Series 6, 7, 63 and 65 licenses. Sheila has prior experience working with several firms including Allen, Mooney & Barnes Brokerage Services, LLC, Raymond James Financial Services, Inc., and Intersecurities, Inc. Sheila also holds a SIE license.
Tallahassee, FL
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
FL
10/19/2016 - Present
Northwestern Mutual Investment Services, LLC (Tallahassee FL)
NC
11/18/2015 - 08/02/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHARLOTTE NC)
GA
10/26/2011 - 10/19/2015
ALLEN, MOONEY & BARNES BROKERAGE SERVICES, LLC (THOMASVILLE GA)
GA
04/25/2007 - 04/26/2011
ALLEN, MOONEY & BARNES BROKERAGE SERVICES, LLC (THOMASVILLE GA)
GA
12/19/2003 - 04/24/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (THOMASVILLE GA)
FL
08/07/2000 - 08/29/2002
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 12/28/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/5/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/19/2002
Series 7 - General Securities Representative Examination
BC
Issued 8/4/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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