Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheri? Claim Your ProfileSheri Donna Goldstein is a financial professional with over 20 years of experience in the industry. Sheri is currently registered with Prudential Annuities Distributors, Inc. and has held previous positions at American Skandia Marketing, Inc., Pruco Securities, LLC., and Prudential Investment Management Services LLC. Sheri is licensed to provide investment advice and sell securities in 15 states. She holds Series 6 and Series 63 licenses, as well as the Securities Industry Essentials Examination (SIE).
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
PA
11/30/2007 - Present
Prudential Annuities Distributors, Inc. (Fort Washington PA)
CT
04/28/2004 - 12/31/2005
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
NJ
12/13/2002 - 04/28/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
NJ
02/21/1997 - 12/13/2002
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
BC
Issued 04/02/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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