Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheri? Claim Your ProfileSheri Kay Delmage is a financial advisor who has been in the industry since February 2016. Sheri is currently registered with Avantax Advisory Services and is licensed to provide investment advice in Texas. Sheri also has experience working with 1st Global Capital Corp. and EKC Advisors, PLLC. Sheri is a Managing Member of EKC Advisors, PLLC, a wealth management firm based in Beaumont, Texas. She is a referring advisor and manages the entity. Sheri also holds a Series 66 license, as well as a Series 7 license and the Securities Industry Essentials Examination. Sheri's areas of specialization include financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Sheri is committed to providing her clients with personalized advice and guidance to help them achieve their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
10/25/2019 - Present
Avantax Advisory Services (BEAUMONT TX)
TX
02/03/2016 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (BEAUMONT TX)
BOTH
Issued 06/06/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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