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 Oconnor is a financial advisor with Ameriprise Financial Services, LLC. Sheri has been in the financial industry since January 2006. Sheri has a Series 7, Series 6, and Series 63 licenses, as well as the SIE. Sheri is registered to sell securities in Florida and Illinois. Sheri specializes in providing financial planning, asset allocation services, pension consulting, educational seminars, and publication of periodicals. Sheri is also registered to provide portfolio management for businesses and individuals. Sheri was previously employed by Northwestern Mutual Investment Services, LLC in Lombard, Illinois.
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.
Asset allocation services
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
FL
12/20/2007 - Present
Ameriprise Financial Services, LLC (Lakewood Ranch FL)
IL
01/10/2006 - 12/17/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LOMBARD IL)
BC
Issued 12/15/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/09/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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