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 Latimer has been in the financial services industry for over 38 years and is currently registered with Cambridge Investment Research Advisors, Inc. in Anna, Ohio. Previously, Sheri Lynn Latimer worked for CUNA Brokerage Services, Inc., VeraVest Investments, Inc., and Century Investors of America, Inc. Sheri Lynn Latimer holds the Series 6, Series 7, and Securities Industry Essentials licenses. Sheri Lynn Latimer also provides services in financial planning, pension consulting, and educational seminars.
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.
Solicitation fees from 3rd party money managers
1
2
OH
06/08/2005 - Present
Cambridge Investment Research Advisors, Inc. (ANNA OH)
MA
02/14/1995 - 03/13/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
10/30/1993 - 02/10/1995
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NA
09/24/1984 - 10/29/1993
CENTURY INVESTORS OF AMERICA, INC.
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/21/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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