Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheldon? Claim Your ProfileSheldon Jay Harber is a financial advisor with Visionary Wealth Advisors, LLC based in St. Louis, Missouri. Sheldon has been in the financial services industry since 1979, and has experience working with various clients including high-net-worth individuals, corporations, and individuals. Sheldon is a Certified Financial Planner and holds a Series 63 and Series 65 license. Sheldon also has experience in portfolio management, financial planning, and selection of other advisers. Sheldon has a strong track record of providing financial advice and investment management services to clients.
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.
Helps you choose top advisors aligned with your financial goals.
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
MO
07/18/2016 - Present
Visionary Wealth Advisors, LLC (ST. LOUIS MO)
MO
08/29/2014 - 01/14/2016
GENEOS WEALTH MANAGEMENT, INC. (St. Louis MO)
MO
11/01/2002 - 09/04/2014
CAMBRIDGE INVESTMENT RESEARCH, INC. (ST. LOUIS MO)
GA
05/17/1993 - 11/01/2002
FSC SECURITIES CORPORATION (ATLANTA GA)
CA
03/22/1988 - 05/21/1993
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
CA
03/22/1988 - 05/21/1993
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
NA
04/23/1980 - 03/31/1988
CHUBB SECURITIES CORPORATION
NA
06/15/1979 - 07/01/1980
MANEQUITY, INC.
IA
Issued 02/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/28/1988
Series 24 - General Securities Principal Examination
BC
Issued 01/14/2016
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 06/09/1979
Series 1 - Registered Representative Examination
Active
Inactive
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