Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Alane Sherrer is a registered representative of Osaic Wealth, Inc. and a registered investment advisor representative of Butler Associates Financial Planners, Inc., a registered investment advisory firm. Amy has over 40 years of experience in the financial services industry, working in various roles for several firms, including FSC Securities Corporation, Franklin Financial Services Corporation, Preferred Interest Securities Corporation, Kidder, Peabody & Co. Incorporated, Stifel, Nicolaus & Company, Incorporated, and IDS Marketing Corporation. Amy is licensed to sell life and health insurance and offers financial planning and investment advisory services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MO
11/03/2023 - Present
Osaic Wealth, Inc. (ST. LOUIS MO)
MO
09/20/2001 - 11/03/2023
FSC SECURITIES CORPORATION (ST. LOUIS MO)
TX
05/09/1988 - 09/20/2001
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
NA
08/31/1987 - 06/01/1988
PREFERRED INTEREST SECURITIES CORPORATION
NA
05/22/1985 - 09/08/1987
KIDDER, PEABODY & CO. INCORPORATED
NA
10/24/1984 - 04/01/1985
STIFEL, NICOLAUS & COMPANY, INCORPORATED
NA
08/27/1981 - 10/29/1984
IDS MARKETING CORPORATION
NA
08/27/1981 - 10/29/1984
IDS/AMERICAN EXPRESS INC.
IA
Issued 11/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/10/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
BC
Issued 02/28/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/12/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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