Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheilakai? Claim Your ProfileSheilakai E. Simmons is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Sheilakai has over 14 years of experience in the financial services industry. Sheilakai has held previous positions at UBS Financial Services Inc., Fifth Third Securities, Inc., The Huntington Investment Company, J.P. Morgan Securities LLC, and Chase Investment Services Corp. Sheilakai holds the Series 6, 7, 63 and 66 securities licenses, as well as the SIE exam. Sheilakai is also a board member of Represent Cincy.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
01/23/2024 - Present
Fidelity Personal AND Workplace Advisors (KATY TX)
OH
05/10/2021 - 11/24/2023
UBS FINANCIAL SERVICES INC. (CINCINNATI OH)
OH
08/22/2019 - 12/23/2020
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
05/16/2018 - 07/30/2019
THE HUNTINGTON INVESTMENT COMPANY (CINCINNATI OH)
OH
12/01/2015 - 04/10/2018
J.P. MORGAN SECURITIES LLC (CINCINNATI OH)
OH
10/01/2012 - 12/04/2012
J.P. MORGAN SECURITIES LLC (CINCINNATI OH)
OH
11/03/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CINCINNATI OH)
BOTH
Issued 11/05/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/02/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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