Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rickie? Claim Your ProfileRickie Sherline has been in the financial services industry since 1983. Rickie is a registered representative with SPC and is licensed in 28 states as an investment advisor. Rickie holds the Series 6, 63, and 65 licenses as well as the SIE designation. Prior to joining SPC, Rickie was with PRUCO SECURITIES CORPORATION and THE PRUDENTIAL INSURANCE COMPANY OF AMERICA. Rickie's client base includes individuals, families, and businesses. Rickie's specializations include investment management, financial planning, retirement planning, and insurance. Rickie is committed to providing his clients with personalized service and helping them 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.
Consultation services
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.
Seminar attendance fees
1
2
MI
01/16/2024 - Present
SPC (SOUTHFIELD MI)
NJ
04/20/1983 - 02/28/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
03/01/1983 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 12/22/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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