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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheri? Claim Your ProfileSheri Lynn Stamm is an active investment advisor representative with Morgan Stanley. Sheri Lynn Stamm has been in the industry since 2007 and is licensed in 31 states. Sheri Lynn Stamm is also a registered investment advisor in Florida, Pennsylvania, and Texas. She has a wide range of experience in the financial services industry, including working with high-net-worth individuals, corporations, and institutions. Sheri Lynn Stamm has also worked with Wells Fargo Advisors LLC and PNC Funds Distributor LLC. She is committed to providing her clients with personalized financial advice and helping them reach their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
PA
05/05/2020 - Present
Morgan Stanley (York PA)
PA
05/24/2013 - 06/11/2015
WELLS FARGO ADVISORS, LLC (LEMOYNE PA)
PA
10/09/2012 - 05/24/2013
PNC FUNDS DISTRIBUTOR, LLC (CAMP HILL PA)
PA
12/07/2006 - 08/28/2012
WELLS FARGO ADVISORS, LLC (LANCASTER PA)
IA
Issued 10/24/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/19/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/20/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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