Gloria ShelineCRD Number: 4480575
Current Firm: Camelot Advisors, LLC
Gloria Sheline (CRD# 4480575) is an Investment Advisor Representative working at Camelot Advisors, LLC in Maumee, OH and has over 13 years of experience in the finance industry. Gloria Sheline has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Bollin Wealth Management, LLC
Independence Capital Company, Inc.
Ameriprise Financial Services, Inc.
|Purshe Kaplan Sterling Investments||Albany, NY||Sep 2015 - Current||1|
|Camelot Advisors LLC||Maumee, OH||Aug 2015 - Current||2|
|Next Financial Group Inc.||Toledo, OH||Aug 2009 - Aug 2015||6|
|Mutual Service Corporation||Toledo, OH||Nov 2007 - Aug 2009||1|
|Fsc Securities Corporation||Toledo, OH||Dec 2003 - Nov 2007||3|
|Asset Dynamics, Inc.||Toledo, OH||Dec 2003 - Nov 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2003|
Total Assets Under Management54MILLIONS
Total Number of Accounts388ACCOUNTS
Average Account Value$139,244
- 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
AL, IN, MO, OH, SC