Michelle Sheridan (CRD# 6040471) is an Investment Advisor Representative working at Prudential Financial Planning Services in Exton, PA and has over 11 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pruco Securities, LLC | Exton, PA | Mar 2021 - Current | 3 |
| Prudential Insurance Company Of America | Exton, PA | Mar 2021 - Current | 3 |
| Unemployed | Ponte Vedra Beach, FL | Feb 2020 - Mar 2021 | 1 |
| Pruco Securities LLC | Jacksonville, FL | Jan 2014 - Feb 2020 | 6 |
| The Prudential Insurance Company Of America | Jacksonville, FL | Jan 2014 - Feb 2020 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2014 |
| S63 | Uniform Securities State Law Examination | Sep 2012 |
- FL
- PA
-
Total Assets Under Management16,379MILLIONS
-
Total Number of Accounts113,575ACCOUNTS
-
Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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