Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheri? Claim Your ProfileSheri Sorensen is an investment advisor representative with Great Valley Advisor Group, Inc. Sheri has been in the financial industry since July 13, 2015. Prior to joining Great Valley Advisor Group, Inc., Sheri worked at Thrivent Investment Management Inc. Sheri is registered to provide investment advice in Colorado, Minnesota, North Carolina, and Wisconsin. Sheri has a Series 6, Series 7, Series 63, and Series 66 license. Sheri specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Sheri is also registered to provide investment advisory services in Wisconsin.
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.
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.
Consulting 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
WI
03/06/2023 - Present
Great Valley Advisor Group, Inc. (Altoona WI)
WI
07/14/2015 - 03/03/2023
THRIVENT INVESTMENT MANAGEMENT INC. (Eau Claire WI)
BOTH
Issued 12/16/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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