Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Norman? Claim Your ProfileNorman Charles Scherer is a financial advisor with over 25 years of experience in the industry. He is currently registered with Osaic Wealth, Inc. and is licensed to provide financial advice in multiple states, including Delaware, District of Columbia, Maryland, South Carolina, Texas, and Virginia. Norman's previous experience includes working with Woodbury Financial Services, Inc. where he provided financial advice to individuals and families. He has a broad range of expertise, including financial planning, investment management, and retirement planning. Norman is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
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
DE
01/19/2024 - Present
Osaic Wealth, Inc. (OCEAN VIEW DE)
DE
10/20/1997 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OCEAN VIEW DE)
IA
Issued 03/03/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/17/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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