Unclaimed
Sheldon Devone Black is a financial advisor registered with B. Riley Wealth Advisors, Inc. in Miramar, FL. Sheldon has been working in the financial industry for over 13 years and has held previous positions with NATIONAL SECURITIES CORPORATION and VFINANCE INVESTMENTS, INC. Sheldon is licensed to provide investment advice in several states and is also registered to sell insurance. Sheldon is dedicated to providing personalized financial advice to individuals, families, and businesses. Sheldon is focused on helping clients achieve their financial goals. Sheldon also offers financial planning services to help clients with retirement planning, college savings, and other financial needs.
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
FL
05/09/2019 - Present
B. Riley Wealth Advisors, Inc. (Miramar FL)
FL
11/28/2012 - 07/22/2022
NATIONAL SECURITIES CORPORATION (Miami FL)
FL
09/20/2011 - 12/19/2012
VFINANCE INVESTMENTS, INC (MIAMI FL)
FL
07/14/2008 - 11/03/2010
VFINANCE INVESTMENTS, INC (MIAMI FL)
IA
Issued 01/07/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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