Unclaimed
Sherald E. Hill is an investment advisor representative with Ameriprise Financial Services, LLC. Sherald has been in the securities industry since March 2008. Prior to joining Ameriprise Financial Services, LLC., Sherald has been employed with Pruco Securities, LLC., Wells Fargo Advisors, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sherald is licensed in Pennsylvania, Texas, and West Virginia. Sherald has passed the Series 66, SIE, and Series 7 exams. Ameriprise Financial Services, LLC. is an independent financial advisory firm that provides financial planning, asset allocation services, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals.
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.
Asset allocation 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.
1
2
WV
02/06/2023 - Present
Ameriprise Financial Services, LLC (Bridgeport WV)
WV
03/11/2019 - 02/23/2023
PRUCO SECURITIES, LLC. (Fairmont WV)
WV
01/29/2016 - 12/05/2016
WELLS FARGO ADVISORS (MORGANTOWN WV)
WV
12/12/2005 - 02/02/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BRIDGEPORT WV)
BOTH
Issued 03/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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