Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheldon? Claim Your ProfileSheldon McFarland is an active Investment Advisor Representative with Buckingham Strategic Partners, LLC. Sheldon joined the firm in December 2018. Prior to this, Sheldon was with Loring Ward Securities Inc. in San Jose, CA, where they worked as an investment advisor representative. Sheldon is licensed to provide investment advice in California. They hold the following licenses: Series 63, Series 65, Series 7, and Series 24. Sheldon has been in the financial services industry since August 22, 2003.
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.
Strategic management for diversified investment portfolios.
Turnkey asset management provider
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.
Fee sharing with independent registered investment advisors
1
2
MO
12/13/2018 - Present
Buckingham Strategic Partners, LLC (ST. LOUIS MO)
CA
09/20/2006 - 10/29/2018
LORING WARD SECURITIES INC. (San Jose CA)
CA
03/04/2002 - 04/01/2005
LORING WARD SECURITIES INC. (SAN JOSE CA)
IA
Issued 07/29/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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