Sheila L. Jenne
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 Llynn Jenne, who also goes by Deisch Scott, was a registered financial advisor .
Sheila is a previously registered financial advisor and started their career in finance in 1997. Sheila had worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 24, 2008 - July 10, 2014
CBIZ FINANCIAL SOLUTIONS, INC.
November 24, 2008 - July 10, 2014
CBIZ FINANCIAL SOLUTIONS, INC.
July 1, 2003 - June 27, 2008
WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC.
December 5, 2000 - July 11, 2003
CETERA WEALTH SERVICES, LLC
March 27, 1997 - December 10, 1999
PAN-AMERICAN FINANCIAL ADVISERS
Primary Firm SEC Registration
CBIZ FINANCIAL SOLUTIONS, INC.
CRD#: 16678 / SEC#: 801-56332, 8-34205
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CBIZ FINANCIAL SOLUTIONS, INC.
CRD#: 16678 / SEC#: 801-56332, 8-34205
Contact information
SEC notice filing (26 States and Territories)
FINRA licenses (47 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 11 |
| AUM (Assets Under Management) | $ 8,873,081 |
Disclosures
| Regulatory Event | 2 |
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.
