Sheryl BosilevacCRD Number: 1845035
Current Firm: Umb Financial Services, Inc.
Sheryl Bosilevac (CRD# 1845035) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Overland Park, KS and has over 15 years of experience in the finance industry.
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|Umb Financial Services Inc.||Overland Park, KS||Mar 2011 - Current||6|
|Umb Bank||Overland Park, KS||Mar 2009 - Current||8|
|Banc Of America Investment Services, Inc.||Kansas City, MO||Oct 2001 - Mar 2009||7|
|Bank Of America, N.a.||Kansas City, MO||Apr 2001 - Mar 2009||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2002|
|S66||NASAA Uniform Combined State Law Examination||Dec 2002|
Total Assets Under Management11MILLIONS
Total Number of Accounts30ACCOUNTS
Average Account Value$359,293
- 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
AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NJ, NM, NV, NY, OH, OK, PA, SC, SD, TX, WA, WI