Emil Sheikh (CRD# 6924465) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Greenville, SC and has over 5 years of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 4456936
Apex Capital Management LLC
CRD# 6162753
Brookstone Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Td Bank N.a. | Greenville, SC | Feb 2023 - Current | 1 |
| Td Private Client Wealth LLC | Greenville, SC | Feb 2023 - Current | 1 |
| Jp Morgan Chase Bank | Greenville, SC | Nov 2020 - Feb 2023 | 2 |
| Jp Morgan Securities LLC | Greenville, SC | Nov 2020 - Feb 2023 | 2 |
| Wells Fargo Clearing Services, LLC | Easley, SC | Sep 2019 - Nov 2020 | 1 |
| Wells Fargo Bank, Na | Easley, SC | Sep 2019 - Nov 2020 | 1 |
| J.p. Morgan Securities LLC | Portland, OR | Mar 2018 - Aug 2019 | 1 |
| Jpmorgan Chase Bank, N.a | Portland, OR | Mar 2018 - Aug 2019 | 1 |
| Bank Of America | Portland, OR | Sep 2016 - Mar 2018 | 1 |
| Wells Fargo Na | Beaverton, OR | Aug 2016 - Sep 2016 | < 1 |
| Lsg Sky Chefs, Inc. | Portland, OR | Jul 2016 - Aug 2016 | < 1 |
| Unemployed | Gresham, OR | May 2016 - Jul 2016 | < 1 |
| Bank Of Montreal | Mississauga, | May 2013 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2018 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2020 |
- SC
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Total Assets Under Management12,265MILLIONS
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Total Number of Accounts16,422ACCOUNTS
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Average Account Value$746,855
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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