Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheldon? Claim Your ProfileSheldon Jones is a registered representative with Fidelity Personal And Workplace Advisors in Merrimack, NH. Sheldon has been in the securities industry since 2018 and has experience with various investment products and services. Sheldon holds Series 6, 7TO, 9, 10, 63 and 66 licenses. In addition to being registered with Fidelity Personal And Workplace Advisors, Sheldon is also registered with the Securities and Exchange Commission (SEC) as an investment advisor representative.
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.
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.
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2
NH
03/10/2021 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
NH
12/21/2018 - 10/26/2020
SANTANDER SECURITIES LLC (NASHUA NH)
MA
01/08/2018 - 12/05/2018
GWFS EQUITIES, INC. (ANDOVER MA)
BOTH
Issued 03/01/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/19/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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