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 Crifasi is a financial advisor who has been active in the industry since 2012. Sheri is currently registered with Equitable Advisors, LLC in Troy, Michigan. Prior to this, Sheri was affiliated with KESTRA INVESTMENT SERVICES, LLC in Royal Oak, Michigan and AXA ADVISORS, LLC in Royal Oak, Michigan. Sheri has earned the Series 66, Series 7, and SIE licenses and holds the Series 66 license. Sheri has a strong background in financial planning, portfolio management, and pension consulting. Sheri also has experience with portfolio management for businesses and individuals, as well as selection of other advisors. Sheri has a strong commitment to providing her clients with personalized financial advice and guidance.
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.
A percentage of the total value of assets under management is charged.
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2
MI
11/28/2023 - Present
Equitable Advisors, LLC (TROY MI)
MI
08/12/2019 - 08/21/2023
KESTRA INVESTMENT SERVICES, LLC (Royal Oak MI)
MI
10/20/2011 - 05/23/2019
AXA ADVISORS, LLC (ROYAL OAK MI)
BOTH
Issued 02/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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