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 Rhyan is a financial advisor with over 23 years of experience in the industry. Sheri has a strong background in providing investment advice to individuals and businesses, and has held various roles at well-known financial institutions, including Wells Fargo Clearing Services, LLC, Wells Fargo Advisors Financial Network, LLC, The Oak Ridge Financial Services Group, Inc., NBC Securities, Inc., JHS Capital Advisors, LLC, Benjamin F. Edwards & Company, Inc., Royal Alliance Associates, Inc., Raymond James & Associates, Inc., and Piper Jaffray & Co. She is also the owner of Restoration4U, a residential cleaning and organizing business. Sheri is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Securities Investor Protection Corporation (SIPC).
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.
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.
Investment consulting services to institutional clients
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.
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2
MN
11/27/2023 - Present
Wells Fargo Clearing Services, LLC (BLOOMINGTON MN)
MN
02/28/2023 - 07/11/2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (WAYZATA MN)
MN
04/15/2019 - 01/03/2023
THE OAK RIDGE FINANCIAL SERVICES GROUP, INC. (GOLDEN VALLEY MN)
MN
08/07/2015 - 04/01/2019
NBC SECURITIES, INC. (PLYMOUTH MN)
MN
06/17/2013 - 08/07/2015
JHS CAPITAL ADVISORS, LLC (MINNETONKA MN)
MN
06/25/2012 - 08/22/2012
BENJAMIN F. EDWARDS & COMPANY, INC. (EDINA MN)
MN
07/21/2010 - 03/27/2012
ROYAL ALLIANCE ASSOCIATES, INC. (ROSEVILLE MN)
MN
06/30/2006 - 05/27/2009
RAYMOND JAMES & ASSOCIATES, INC. (MINNEAPOLIS MN)
MN
02/26/1999 - 07/11/2006
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
IA
Issued 10/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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