Josie Sheehey Cfp Email & Phone Number | As a Assistant Vice president with LPL I coach advisors on their financial planning practice. I began my career as an independent adviser in 2008 and then spent about 9 years at USAA before landing with Schwab in 2020 I earned my bachelors degree in finance from Sacramento State University and a MBA from University of South Florida. I am a CFP Professional and maintain a FINRA series 7, 66 and Florida 2-15 (Life/Health) licenses.

Josie Sheehey Cfp

As a Assistant Vice president with LPL I coach advisors on their financial planning practice. I bega...
Dade City, Florida, United States

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Josie Sheehey Cfp’s Email josie.sheehey@lpl.com

Josie Sheehey Cfp’s Phone Numbers

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Josie Sheehey Cfp’s Location Dade City, Florida, United States

Josie Sheehey Cfp’s Current Industry Lpl Financial

Josie Sheehey Cfp’s Prior Industry Charles Schwab | Usaa | Foothills Securities

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AVP Financial Planning

2022-01-01 00:00:00 - Present

Financial Consultant

2020-05-01 00:00:00 - 2022-01-01 00:00:00

Wealth Manager

2011-03-01 00:00:00 - 2020-05-01 00:00:00

Independent Financial Advisor

2009-01-01 00:00:00 - 2011-02-01 00:00:00

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Josie Sheehey Cfp is a As a Assistant Vice president with LPL I coach advisors on their financial planning practice. I began my career as an independent adviser in 2008 and then spent about 9 years at USAA before landing with Schwab in 2020 I earned my bachelors degree in finance from Sacramento State University and a MBA from University of South Florida. I am a CFP Professional and maintain a FINRA series 7, 66 and Florida 2-15 (Life/Health) licenses.