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Meet Sheldon Reed

Financial Advisor
1-888-879-0558 x6842
sheldon.reed@wescom.org

Representing Santa Clarita and Palmdale

24165 Magic Mountain Pkwy, Santa Clarita CA 91355 39575 Trade Center Drive Palmdale, CA 93551

View All Advisors

About Sheldon

Education

National University — San Diego, CA — MBA; College of Financial Planning — Accredited Asset Management Specialist — AAMS

Additional Qualifications

California Insurance Agent License #0C25317

Personal Interests

Golf, Tennis, and The Great Outdoors

Sheldon is Registered through our broker-dealer, LPL Financial

Series 7 — General Securities Representative; Series 63 — Uniform State Law; Series 65 — Uniform Investment Advisor Law

Our Business Philosophy

As a LPL Financial Advisor, I am dedicated to you and your individual investment needs. Whether you’re an experienced investor or just beginning, I am here to listen to you and provide you with advice tailored to the specific needs of you and your family. I take pride in establishing one-on-one, long-term relationships with my clients. My goal is to completely understand your financial aspirations in order to develop the right custom plan to meet your financial needs. Your dreams, our purpose.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Wescom Central Credit Union and Wescom Financial Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Wescom Financial Wealth Management, and may also be employees of Wescom Central Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Wescom Central Credit Union or Wescom Financial Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any
Other Government Agency
Not Credit Union
Guaranteed
Not Credit Union
Deposits or Obligations
May Lose
Value

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

If you are using a screen reader or other auxiliary aid and are having problems using this website, please contact us at 1-888-879-0558, for assistance. Please be assured that all products and services available on this website are available at all Wescom branches.

Financial Professionals are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Check the background of this firm with FINRA Broker Check.

If you are using a screen reader or other auxiliary aid and are having problems using this website, please contact us at 1-888-4WESCOM (1-888-493-7266) for assistance. Please be assured that all products and services available on this website are available at all Wescom branches.

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