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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harry? Claim Your ProfileHarry Sherdil is a financial advisor with Mariner Independent. Harry has been in the financial industry since 2000. He holds Series 6, 7, 24, 63, and 65 licenses. Harry has experience working with individuals, high-net-worth individuals, corporations, businesses, pension plans, and charitable organizations. Harry is registered with the Securities and Exchange Commission (SEC) and licensed in 15 states. Harry provides financial planning and investment advisory services through Mariner Independent Advisor Network, LLC.
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.
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
CA
05/26/2021 - Present
Mariner Independent (Newark CA)
CA
01/03/2011 - 06/02/2021
WELLS FARGO CLEARING SERVICES, LLC (FREMONT CA)
CA
09/20/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (UNION CITY CA)
CA
11/12/2003 - 09/22/2010
BANCWEST INVESTMENT SERVICES, INC. (SAN LEANDRO CA)
SC
01/17/2001 - 11/13/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CA
02/08/2000 - 01/26/2001
CAL FED INVESTMENTS (SACRAMENTO CA)
IA
Issued 03/01/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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