Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Sherrill is a financial advisor with Avantax Advisory Services. Heather has been in the financial services industry since January 3rd, 2005. She has previously worked at Lincoln Financial Advisors Corporation and Discount Munibrokers. Heather is licensed in New Jersey and has passed the Series 7, Series 63, and SIE exams. Heather specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NJ
09/10/2024 - Present
Avantax Advisory Services (Cherry Hill NJ)
NJ
03/06/2015 - 09/07/2023
LINCOLN FINANCIAL ADVISORS CORPORATION (CHERRY HILL NJ)
NJ
12/09/2013 - 11/03/2014
LINCOLN FINANCIAL ADVISORS CORPORATION (CHERRY HILL NJ)
NJ
01/02/2003 - 09/07/2006
DISCOUNT MUNIBROKERS (CHERRY HILL NJ)
MO
07/11/1996 - 11/20/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 09/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Heather Sherrill is the right advisor for you? Invested Better is here to help.
