Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheri? Claim Your ProfileSheri Lynn Bartyzel is a registered investment advisor representative for Ally Invest Advisors, located in Charlotte, NC. Sheri has been in the financial services industry since 2015. Sheri holds a Series 63, Series 66, Series 7 and SIE license. Sheri’s current employment is with Ally Invest Advisors and her previous employer was LPL Financial LLC. Sheri specializes in providing financial planning and portfolio management services to individuals. Sheri is licensed to provide investment advisory services in North Carolina.
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.
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.
A percentage of the total value of assets under management is charged.
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NC
04/19/2022 - Present
Ally Invest Advisors (CHARLOTTE NC)
SC
11/24/2015 - 10/11/2017
LPL FINANCIAL LLC (FORT MILL SC)
BOTH
Issued 04/13/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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