Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheree? Claim Your ProfileSheree L Lavelle is a financial advisor with Wells Fargo Clearing Services, LLC. She has been in the financial services industry since 2008 and has worked with Lincoln Financial Distributors, Inc. and Athene Securities, LLC. Sheree is registered with FINRA and holds the Series 6, 7, 9, 10, 63 and 65 licenses. Sheree's focus is on providing investment consulting services to institutional clients, as well as financial planning and portfolio management for individuals and businesses.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
09/05/2023 - Present
Wells Fargo Clearing Services, LLC (LOS ANGELES CA)
IA
03/01/2022 - 03/20/2023
ATHENE SECURITIES, LLC (WEST DES MOINES IA)
PA
08/20/2008 - 02/15/2022
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IA
Issued 09/05/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/08/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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