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 Wilson is a financial advisor who is registered with the state of Texas and has been in the industry since 2011. Sheri is currently employed by Farmers Financial Solutions, LLC, a firm that is also registered with the state of Texas. Sheri has a Series 63, Series 65, Series 7, and SIE license. Her primary location is in Frisco, Texas. Previously, Sheri was employed by Ameriprise Financial Services, Inc.
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.
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.
1
2
TX
12/14/2015 - Present
Farmers Financial Solutions, LLC (FRISCO TX)
TX
08/17/2011 - 12/09/2015
AMERIPRISE FINANCIAL SERVICES, INC. (PLANO TX)
BC
Issued 04/24/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/05/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Sheri Wilson is the right advisor for you? Invested Better is here to help.
