Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheri? Claim Your ProfileSheri H. Pan is a financial advisor with over 20 years of experience in the industry. Sheri is currently registered with LPL Financial LLC and Pantheon Wealth Planning. Sheri holds Series 7 and 66 securities licenses as well as the SIE. She also has the Certified Financial Planner designation.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
03/13/2019 - Present
LPL Financial LLC (SAN JOSE CA)
MA
03/12/2009 - 09/08/2009
ASSOCIATED SECURITIES CORP. (BOSTON MA)
CA
08/13/2008 - 03/12/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (SAN JOSE CA)
CA
03/14/2003 - 08/13/2008
PENSION PLANNERS SECURITIES, INC. (SAN JOSE CA)
MA
08/15/2002 - 03/19/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/15/2002 - 03/19/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 10/20/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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