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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Stephen Sherr is a financial advisor registered with Commonwealth Financial Network. Robert Stephen Sherr is also registered with Sherr Financial Associates. Robert Stephen Sherr has been in the financial services industry since 1982. Robert Stephen Sherr holds Series 7, Series 24, Series 63, and Series 65 licenses. Commonwealth Financial Network is a registered investment advisor firm headquartered in Waltham, Massachusetts. Commonwealth Financial Network offers a variety of financial services, including financial planning, investment management, and retirement planning. Sherr Financial Associates is a state Registered Investment Advisor firm that offers financial planning services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
02/09/2001 - Present
Commonwealth Financial Network (Danvers MA)
NA
01/03/1989 - 08/24/1992
F & G SECURITIES, INC.
FL
08/17/1987 - 01/01/1989
BREWSTER SECURITIES INC. (BELLEAIRE BEACH FL)
NA
09/08/1982 - 10/28/1987
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
NA
05/24/1982 - 08/01/1987
NATHAN & LEWIS SECURITIES, INC.
IA
Issued 07/13/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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