Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Nicole Sherry is a financial advisor who has been working in the industry since 2014. She is registered in 22 states, including Ohio and Texas, and is a registered representative of Raymond James Financial Services Advisors, Inc. Erin holds the Series 7 and Series 66 licenses. Erin is also the owner of Sherry Wealth Management. Erin offers financial planning services and portfolio management for individuals and businesses.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
OH
07/15/2024 - Present
Raymond James Financial Services Advisors, Inc. (Greenville OH)
IN
01/09/2014 - 07/16/2024
EDWARD JONES (CAMBRIDGE CITY IN)
BOTH
Issued 01/29/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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