Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Raymond Sherry is a financial advisor with over 18 years of experience in the industry. Sherry is currently registered with Osaic Wealth, Inc., and has held prior positions with Signator Investors, Inc., and Transamerica Financial Advisors, Inc. Sherry is licensed in Arkansas and Missouri and has a Series 6, 7, 63, and 65 securities license. Sherry specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services to individuals, businesses, and pension and profit-sharing plans. Sherry is committed to providing personalized financial advice that meets the unique needs of each client.
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.
1
2
AR
11/02/2018 - Present
Osaic Wealth, Inc. (MOUNTAIN HOME AR)
AR
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (MOUNTAIN HOME AR)
AR
09/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (MOUNTAIN HOME AR)
AR
11/29/2004 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (MOUNTAIN HOME AR)
IA
Issued 07/22/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/26/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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