Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheldon? Claim Your ProfileSheldon Rashad Pope is a financial advisor based in Denver, Colorado. Sheldon has been in the industry since 2006 and is currently registered with RBC Capital Markets, LLC. Sheldon has a diverse background, having previously worked at Wells Fargo Securities, LLC and A. G. Edwards & Sons, Inc. Sheldon holds the Series 7, Series 79, Series 52TO, Series 99TO and SIE licenses. Sheldon's expertise covers a wide range of financial services including portfolio management, financial planning, and retirement planning.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
CO
04/27/2021 - Present
RBC Capital Markets, LLC (DENVER CO)
CO
11/26/2007 - 03/29/2021
WELLS FARGO SECURITIES, LLC (DENVER CO)
CO
04/20/2006 - 11/26/2007
A. G. EDWARDS & SONS, INC. (DENVER CO)
BOTH
Issued 10/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2024
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2015
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 04/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Sheldon Pope is the right advisor for you? Invested Better is here to help.
