As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
- Wayne Memorial Health System
Past Member Board of Trustees
- Rotary of Newfoundland
- Southern Wayne Chamber of Commerce
Past Board Member
- Jewish Fellowship of Hemlock Farms
- B'nai B'rith Wayne Lodge
- Estate Planning Strategies
- Financial Planning
- Fixed Income
- Access to Lending Services
- Philanthropic Services
- Qualified Plans
- Retirement Planning
- 529 Plans
- BBA - Accounting, 1957
Bernard M. Baruch School of
Business & Public Administration
New York, NY
- Certified Financial Planner (CFP), 1977
College of Financial Planning
- Series 65 - Investment Advisory Agent
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- Present: Morgan Stanley*
New York, NY & Honesdale, PA
Sheldon J. Wilshinsky holds the following registrations:
Securities Agent: AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, MA, MD, NC, NH, NJ, NM, NY, OK, OR, PA, RI, SC, TX, UT, VA, VT; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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