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Sheridan Major

Charles Schwab & CO., Inc.

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About Sheridan Major

Sheridan Major has been in the financial services industry since 2007. Sheridan is currently registered with Charles Schwab & CO., Inc. in Florida. Sheridan previously worked with Edward Jones, Raymond James Financial Services, Inc., Ameriprise Financial Services, Inc., Princor Financial Services Corporation, VALIC Financial Advisors, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Fidelity Brokerage Services LLC. Sheridan offers financial planning and selection of other advisors.

Firm Information

Sheridan Major is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Sheridan Major’s Registration & Firm History

FL

08/23/2023 - Present

Charles Schwab & CO., Inc. (Orlando FL)

FL

12/23/2020 - 08/07/2023

EDWARD JONES (Clermont FL)

FL

01/21/2016 - 10/08/2020

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)

FL

11/25/2014 - 08/04/2015

AMERIPRISE FINANCIAL SERVICES, INC. (PLANTATION FL)

FL

04/01/2014 - 12/05/2014

PRINCOR FINANCIAL SERVICES CORPORATION (Miramar FL)

FL

08/06/2013 - 01/22/2014

VALIC FINANCIAL ADVISORS, INC. (BOCA RATON FL)

FL

11/17/2011 - 08/07/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)

FL

09/28/2006 - 05/10/2010

FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)

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Licenses & Designations

BC

Issued 10/02/2006

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/29/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/01/2021

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 02/01/2021

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/18/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/26/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Sheridan Major.
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