Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gabrielle? Claim Your ProfileGabrielle Judith Sherry is a registered investment advisor representative with &partners. Gabrielle is a seasoned professional in the financial industry, with over 35 years of experience. Gabrielle is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7 and Series 66 licenses. Gabrielle is a resident of Littleton, CO and works out of the Littleton branch office.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
CO
01/29/2025 - Present
&partners (Littleton CO)
CO
03/20/2007 - 09/06/2013
WELLS FARGO ADVISORS, LLC (DENVER CO)
CO
07/15/2005 - 03/01/2007
HARVESTONS SECURITIES, INC. (GREENWOOD VILLAGE CO)
MO
09/04/1990 - 08/05/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NA
03/25/1987 - 09/04/1990
BOETTCHER & COMPANY, INC.
BOTH
Issued 06/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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