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50,030 Results
Unclaimed

Westwood Global Investments

location

BOSTON, MA

0 Disclosures

ADVISOR BIO

Sheila Stanton is an investment advisor representative at Westwood Global Investments. Sheila is a registered investment advisor in Massachusetts. Sheila has over 20 years of experience in the financial industry, and she is committed to providing her clients with personalized investment advice. Sheila holds the Series 6, 7, 24, and 66 licenses. She is also a Registered Representative in MA, and she has previously been registered with Winslow, Evans & Crocker, Inc. and Funds Distributor, Inc. among others. Sheila's career spans a number of investment firms, with a focus on providing high quality financial services to clients. She is able to provide investment advice for Individuals, Businesses, Pooled Investment Vehicles, and Investment Companies.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

A.g.p. / Alliance Global Partners

location

BOCA RATON, FL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Sheila Nicastro is a financial advisor with A.g.p. / Alliance Global Partners. Sheila has been in the financial industry since 2001. Previously, Sheila worked at STOEVER, GLASS & COMPANY INC., AEGIS CAPITAL CORP., LPL FINANCIAL LLC, HERBERT J. SIMS & CO. INC., RAYMOND JAMES FINANCIAL SERVICES, INC., RYAN BECK & CO., and GRUNTAL & CO., L.L.C.. Sheila holds FINRA Series 7 and SIE licenses. Sheila is registered to provide investment advice in the state of Florida. Sheila specializes in providing financial planning, portfolio management, and selection of other advisors to individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

COLUMBUS, OH

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Sheila Adele Steury is a financial advisor with Stifel, Nicolaus & Company, Inc.. She has been in the securities industry since 1993. Sheila has a wide range of experience and is registered in numerous states to provide financial advice. She is also qualified to offer a variety of investment products and services. She has a strong commitment to her clients and strives to provide them with the highest quality of service.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

ONE Capital Management, LLC

location

Newport Beach, CA

0 Disclosures

ADVISOR BIO

Sheila Cimini is a financial advisor based in Newport Beach, CA, and is associated with ONE Capital Management, LLC. Sheila has been working in the financial industry since December 2007. Sheila has a Series 66, Series 7 and a SIE license. Sheila has experience in providing advisory consulting services, sub-adviser services, financial planning, pension consulting, and portfolio management for businesses, individuals, and investment companies.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ADVISORY CONSULTING SERVICES, FIRM PROVIDES SUB-ADVISER SERVICES TO TWO CANADIAN REGISTERED ETF, AND TO A LUXEMBOURG SICAV
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Ballentine Partners | CFP ® (Certifications)

location

WALTHAM, MA

0 Disclosures

ADVISOR BIO

Sheila Lawrence is a financial advisor registered with Ballentine Partners. Sheila is an Investment Advisor Representative (IAR) and is licensed in Louisiana, Massachusetts, and New Hampshire. Sheila's firm offers financial planning, educational seminars, and portfolio management for individuals, pooled investment vehicles, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

BOSTON, MA

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Sheila Golden is an investment advisor representative with RBC Capital Markets, LLC. She is licensed in 38 states and has been in the industry since 1989. Previously, Sheila worked at Morgan Stanley and Bear, Stearns & Co. Inc., among other firms. Sheila specializes in a variety of financial services, including portfolio management for individuals and businesses, financial planning, and pension consulting. Sheila is committed to providing her clients with personalized advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

OLD West Investment Management, LLC

location

LOS ANGELES, CA

0 Disclosures

ADVISOR BIO

Sheila Eileen Cu is a registered investment advisor representative. Sheila is currently employed by Old West Investment Management, LLC, located in Los Angeles, CA. Sheila has been in the industry since 2006 and previously held positions at ALETHEIA SECURITIES, INC., and The Seidler Companies Incorporated.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

FRESNO, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Sheila Lynette Gray is a registered representative and investment advisor representative with RBC Capital Markets, LLC. Sheila has been in the financial industry for 17 years and is currently based out of Fresno, California. Sheila specializes in working with a wide range of clients, including individuals, high-net-worth individuals, corporations, businesses, and pension and profit-sharing plans. Sheila is committed to providing her clients with personalized financial advice and guidance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

HUNT VALLEY, MD

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Sheila Maureen Oneill is a registered representative with RBC Capital Markets, LLC. Sheila has been in the securities industry since March 1998 and has passed several industry exams, including the Series 6, 7, 9, 10, 63, and 65. Sheila has previously worked at Ferris, Baker Watts, LLC and T. Rowe Price Investment Services, Inc. Sheila is currently registered with the state of Maryland as both a broker-dealer and investment advisor.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Sanford C. Bernstein & CO., LLC

location

MINNEAPOLIS, MN

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Sheila Berube is an investment advisor representative with Sanford C. Bernstein & CO., LLC. Sheila has over 30 years of experience in the financial services industry. Sheila is registered with the state of Minnesota and holds the Series 7, Series 63, and SIE licenses. Sheila has experience working with insurance companies, charitable organizations, high-net-worth individuals, pooled investment vehicles, pension and profit sharing plans, and state or municipal government entities.

SPECIALIZATIONS

Portfolio Management for Pooled Investment Vehicles

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