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Sheila J. Burke

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CRD#: 1176755
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Sheila Jayne Burke, who also goes by Sheila J. Gussler, Sheila Jayne Gussler, Sheila Gussler, Sheila Kennard, Sheila Jayne Knecht, was a registered financial professional .

Sheila is a previously registered financial professional and started their career in finance in 1983. Sheila had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 51 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Sheila J. Gussler | Sheila Jayne Gussler | Sheila Gussler | Sheila Kennard | Sheila Jayne Knecht

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 7, 2009 - August 3, 2020

SALING, SIMMS, ASSOCIATES INC.

RIA
CRD#: 119810
COLUMBUS, OH
Past

January 2, 2009 - August 30, 2012

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
COLUMBUS, OH
Past

October 18, 1999 - January 2, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA
CRD#: 6694
COLUMBUS, OH
Past

June 12, 1998 - December 23, 2014

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
COLUMBUS, OH
Past

March 23, 1990 - June 12, 1998

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY
Past

September 24, 1985 - March 23, 1990

B.C. CHRISTOPHER SECURITIES CO.

BD
CRD#: 60
KANSAS CITY, MO
Past

December 22, 1983 - August 26, 1985

INDUSTRY SAVINGS PLANS, INC.

BD
CRD#: 425

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 9/22/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


SS
SALING, SIMMS, ASSOCIATES INC.
SALING, SIMMS, ASSOCIATES INC.

CRD#: 119810 / SEC#: 801-80114

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Contact information


Main Address
7965 N. High St. Suite 130, Columbus, OH 43235
Mailing Address
Phone number
(614) 841-1881
Established
Firm type
Fiscal year end
# of Employees
6

Documents


Latest Form ADV

Part 2 Brochures

Regulatory assets under management


Total Number of Accounts1,152
AUM (Assets Under Management)$ 296,736,928

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SALING, SIMMS, ASSOCIATES INC.

CRD#: 119810

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