Sheila D. Miller
Professional summary
Sheila Diane Schaldach Miller, CFP®, who also goes by Sheila Gwynn, Sheila Diane Miller, is a registered financial advisor currently at OUTLOOK FINANCIAL SERVICES located in Anchorage, Alaska.
Sheila is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Sheila has worked at 5 firms and has passed the Series 65, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Sheila Diane Schaldach Miller's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 1, 2019 - Present
OUTLOOK FINANCIAL SERVICES
Office #1: 2525 Blueberry Road, Suite 103, Anchorage, AK 99503November 2, 2005 - December 31, 2018
OUTLOOK FINANCIAL SERVICES
November 5, 1999 - June 7, 2002
FIRST SECURITIES USA, INC.
March 27, 1995 - November 5, 1999
FIRST ASSOCIATED SECURITIES GROUP, INC.
February 9, 1995 - March 3, 1995
FIRST ASSOCIATED SECURITIES GROUP, INC.
June 17, 1985 - February 13, 1995
CONSOLIDATED INVESTMENT SERVICES, INC.
May 30, 1984 - June 28, 1985
FINANCIAL PLANNERS EQUITY CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/1/2019)
Exams
Current Firm
OUTLOOK FINANCIAL SERVICES
CRD#: 133179 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 17 |
| AUM (Assets Under Management) | $ 19,377,408 |
Red Flags
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