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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheri? Claim Your ProfileSheri Zimmerman is a financial advisor at Mariner Wealth. Sheri has been in the financial services industry since 1999 and has a wide range of experience. Sheri holds both Series 7 and Series 63 licenses as well as the Series 65 and SIE exams. Sheri is dedicated to providing comprehensive financial advice and helping clients achieve their financial goals. Sheri has a strong understanding of the financial markets and a proven track record of success.
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.
Family office 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.
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2
WA
06/29/2023 - Present
Mariner Wealth (Kenmore WA)
WA
07/16/2001 - 08/24/2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (SEATTLE WA)
CO
03/24/2000 - 05/31/2001
ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)
IA
Issued 02/22/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/05/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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