Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheridan? Claim Your ProfileSheridan Barnes Grace is a registered representative with Capfinancial Securities, LLC. Sheridan has been in the securities industry since 2010. Sheridan is licensed to sell securities in multiple states and holds the Series 7, Series 28 and SIE licenses. Prior to joining Capfinancial Securities, LLC, Sheridan worked at Iberia Capital Partners L.L.C. and Neuberger Berman LLC.
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.
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.
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2
NC
03/11/2022 - Present
Capfinancial Securities, LLC (RALEIGH NC)
LA
09/16/2010 - 01/30/2018
IBERIA CAPITAL PARTNERS L.L.C. (NEW ORLEANS LA)
TX
02/08/2010 - 06/08/2010
NEUBERGER BERMAN LLC (DALLAS TX)
BC
Issued 12/21/2010
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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