Sheila S. Kaplan
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Financial Planner in Dallas, TX
Address:2828 Hood St, Apt 1108
Dallas, TX 75219
About Sheila S. Kaplan
Sheila Kaplan is a financial professional at Merrill Lynch, Pierce, Fenner & Smith Incorporated located in Dallas, Texas. Sheila Kaplan holds an industry securities registration subject to FINRA oversight having passed securities examinations including S63, S65 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Sheila Kaplan provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Sheila Kaplan2828 Hood St, Apt 1108
Dallas, TX 75219
Phone Number:
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Website:
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