Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheri? Claim Your ProfileSheri Ann Hendricks is a registered investment advisor representative with Eagle Strategies LLC. Sheri has been in the securities industry since 2016. Sheri is licensed to provide financial advice in Massachusetts and Rhode Island. Sheri has experience working with individuals, high-net-worth individuals, charitable organizations, and corporations. Sheri offers financial planning services, portfolio management, and educational seminars.
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.
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.
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2
MA
08/20/2021 - Present
Eagle Strategies LLC (WALTHAM MA)
RI
05/06/2024 - 05/10/2024
MML INVESTORS SERVICES, LLC (EAST PROVIDENCE RI)
RI
01/22/2020 - 07/02/2021
LPL FINANCIAL LLC (EAST GREENWICH RI)
RI
11/26/2019 - 01/03/2020
PRUCO SECURITIES, LLC. (WARWICK RI)
MA
07/27/2019 - 10/24/2019
EDWARD JONES (REHOBOTH MA)
RI
06/03/2016 - 07/09/2019
PRUCO SECURITIES, LLC. (WARWICK RI)
BOTH
Issued 8/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/17/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/27/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/3/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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