Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheri? Claim Your ProfileSheri Lee Johnnie is an active registered investment advisor representative with Stifel, Nicolaus & Company, Inc. Sheryl has been in the industry since 1991 and holds Series 63, 66, and 7 licenses. She is a certified financial planner and registered in Alaska, Arizona, California, Colorado, Florida, Georgia, Idaho, Maryland, Minnesota, Missouri, Montana, New Hampshire, New York, North Dakota, Oregon, Texas, Utah, Washington. Sheryl has previously worked at Wachovia Securities, LLC and A. G. Edwards & Sons, Inc.. Stifel, Nicolaus & Company, Inc. manages over $149 billion in client assets and offers services such as financial planning, portfolio management, and pension consulting.
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.
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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2
ID
02/04/2025 - Present
Stifel, Nicolaus & Company, Inc. (KETCHUM ID)
WA
01/01/2008 - 11/19/2008
WACHOVIA SECURITIES, LLC (KIRKLAND WA)
WA
10/08/1991 - 01/03/2008
A. G. EDWARDS & SONS, INC. (KIRKLAND WA)
BOTH
Issued 10/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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