Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheldon? Claim Your ProfileSheldon Drake is a financial advisor registered with the state of Virginia. Sheldon has been in the financial industry for over 30 years. Sheldon is currently employed by Osaic Wealth, Inc. Sheldon is a financial consultant and has obtained the Chartered Financial Consultant designation. Sheldon offers financial planning, portfolio management for individuals and businesses, pension consulting and educational seminars. Sheldon also offers services to select other advisors. Previously, Sheldon was employed by SAGEPOINT FINANCIAL, INC., QUESTAR CAPITAL CORPORATION, USALLIANZ SECURITIES, INC., WASHINGTON SQUARE SECURITIES, INC. and THE PAUL REVERE VARIABLE ANNUITY INSURANCE COMPANY.
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.
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.
1
2
VA
09/01/2023 - Present
Osaic Wealth, Inc. (CHESTERFIELD VA)
VA
06/08/2015 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (CHESTERFIELD VA)
VA
12/01/2006 - 06/10/2015
QUESTAR CAPITAL CORPORATION (CHESTERFIELD VA)
VA
09/02/1999 - 12/01/2006
USALLIANZ SECURITIES, INC. (CHESTERFIELD VA)
CT
03/15/1993 - 08/19/1999
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MA
02/25/1993 - 09/24/1998
THE PAUL REVERE VARIABLE ANNUITY INSURANCE COMPANY (WORCESTER MA)
BC
Issued 02/22/1993
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/13/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Sheldon Drake is the right advisor for you? Invested Better is here to help.
