Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherell? Claim Your ProfileSherell Belts is a financial advisor who has been in the industry since 2003. Sherell currently works at Stifel, Nicolaus & Company, Inc., and has been with the firm since October 2019. Previously, Sherell worked at Edward Jones. Sherell holds Series 63, Series 99TO, SIE, and Series 7 licenses. Sherell specializes in providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Sherell is committed to providing her clients with personalized financial advice and services that are tailored to their unique needs.
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
MO
10/14/2019 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
MO
05/20/2002 - 04/13/2018
EDWARD JONES (ST. LOUIS MO)
BC
Issued 06/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 04/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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