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 Koval is a financial advisor registered with Scotia Capital (usa) Inc., a firm that offers a range of financial services. Sheri has a proven track record of success in the financial services industry, with over 20 years of experience. Sheri has a deep understanding of the investment landscape and is committed to providing her clients with personalized financial advice and guidance. Her dedication to her clients is evident in her commitment to building long-term relationships and helping them achieve their financial goals. Sheri is a highly qualified financial advisor with a strong educational background and a commitment to continuing education. She holds the Series 7, 63, 24, and SIE licenses as well as the Series 79TO license. Sheri is registered in all 50 states and the District of Columbia.
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.
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.
1
2
NY
05/03/2023 - Present
Scotia Capital (usa) Inc. (NEW YORK NY)
NY
10/03/2011 - 05/03/2023
NATIXIS SECURITIES AMERICAS LLC (NEW YORK NY)
NY
03/22/2002 - 10/03/2011
NATIXIS SECURITIES NORTH AMERICA INC. (NEW YORK NY)
NY
10/04/2000 - 03/20/2002
GENERAL RE SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 10/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2022
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Sheri Koval is the right advisor for you? Invested Better is here to help.
