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 Hensley is a financial advisor with Osaic Wealth, Inc. Sheri has been in the financial services industry since November 1990 and is registered to offer securities in multiple states, including California, Texas, Oklahoma, and Arizona. Sheri has a broad range of experience in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and retirement plans. Sheri also has experience working with charitable organizations.
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
TX
11/02/2018 - Present
Osaic Wealth, Inc. (CANADIAN TX)
TX
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (CANADIAN TX)
TX
09/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (CANADIAN TX)
TX
10/11/1992 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (CANADIAN TX)
MN
11/29/1990 - 10/21/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/29/1990 - 10/21/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/11/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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