Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheldon? Claim Your ProfileSheldon Singleton is an Investment Advisor Representative who has been in the financial services industry since 1995. Sheldon is currently registered with Chicago Capital Management Advisors, LLC. Previously, Sheldon was registered with WestPark Capital, Inc. and Transamerica Financial Advisors, Inc. Sheldon has a wide range of experience in the financial services industry, including experience in life and health insurance, investments, and marketing and referral agencies. Sheldon's specializations include financial planning, estate and insurance planning, and selection of other advisors.
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.
Estate and insurance planning
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.
A percentage of the total value of assets under management is charged.
1
2
IL
09/13/2022 - Present
Chicago Capital Management Advisors, LLC (LISLE IL)
CA
07/30/2019 - 01/27/2020
WESTPARK CAPITAL, INC. (Los Angeles CA)
CA
01/06/2012 - 03/19/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (ORANGE CA)
CA
04/12/2002 - 01/06/2012
WORLD GROUP SECURITIES, INC. (LAGUNA HILLS CA)
GA
08/20/2001 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
GA
10/23/1997 - 12/31/1998
PFS INVESTMENTS INC. (DULUTH GA)
GA
06/22/1990 - 12/31/1996
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 09/20/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/10/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/24/2019
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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