Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Sherer is a financial advisor with Eagle Strategies LLC in ROCK HILL, SC. Catherine has been in the financial industry since 2018 and has extensive experience with a variety of financial products and services. Catherine is a registered representative with FINRA and holds Series 6, 7, 63, and 66 licenses. Catherine has a strong commitment to providing her clients with personalized financial advice and helping them achieve their financial goals. Catherine also provides insurance brokerage services and operates under the DBA name of 1852 Financial Group LLC. Catherine's previous employment includes FIRST UNION BROKERAGE SERVICES, INC., Family Trust FCU, New York Life Insurance Co., and NYLIFE Securities, LLC. Catherine is committed to providing her clients with the highest level of service and expertise.
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.
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.
1
2
SC
01/25/2024 - Present
Eagle Strategies LLC (ROCK HILL SC)
NC
03/03/1999 - 08/15/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 1/11/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 9/27/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 9/13/2019
SIE - Securities Industry Essentials Examination
BC
Issued 3/2/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Catherine Sherer is the right advisor for you? Invested Better is here to help.
