Sheila Marie Visco

Current Employers

Employment History

• 02/2019 → 12/2024
  Calamar Financial Group, Llc
  West Seneac, NY
• 11/2011 → 02/2019
  C & M Capital Resources, Inc.
  West Seneca, NY
• 01/2025 → 04/2026
  Calamar Financial Group, Llc
  Wheatfield, NY
• 04/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 04/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 04/2026 → Present
  Jordan Wealth Management
  Orchard Park, NY

Other Businesses

1. NAME OF OTHER BUSINESS: JORDAN WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISORY SERVICES START DATE: 04/2026 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 30 APX NUMBER OF HOURS DURING TRADING HOURS: 6 BRIEF DESCRIPTION OF DUTIES: OFFERING SECURITIES, INSURANCE, LIFE & HEALTH, LONG TERM CARE & FIXED PRODUCTS. SUPPORTING ADVISORS, CLIENT SERVICES AND OPERATIONAL ISSUES; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 11/2023 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 3. NAME OF OTHER BUSINESS: NOTARY PUBLIC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: NOTARY START DATE: 02/2013 POSITION/TITLE/RELATIONSHIP: NOTARY APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: PROVIDING NOTARY SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-08-28
• S63 Uniform Securities Agent State Law Examination
  2024-05-01

Other Names

• Sheila Visco
• Sheila Marie Duggan
• Sheila M Visco