Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheri? Claim Your ProfileSheri Davidson is a financial advisor with over 25 years of experience in the financial services industry. Sheri is currently registered with Morgan Stanley and holds several licenses, including Series 7, Series 63, Series 65, and Series 66. Sheri has previously worked with Insight Securities, Inc., Morgan Stanley & Co. Incorporated, and UBS Financial Services Inc. Sheri provides a wide range of financial services to individuals, businesses, and institutions, including investment advice, financial planning, and asset management.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
11/29/2021 - Present
Morgan Stanley (SALINAS CA)
CA
04/19/2012 - 12/26/2013
INSIGHT SECURITIES, INC. (MONTEREY CA)
CA
01/22/2008 - 06/04/2008
MORGAN STANLEY & CO. INCORPORATED (SALINAS CA)
NJ
01/28/1995 - 05/04/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
05/01/1991 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 01/07/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/13/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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