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 Yoder is a financial advisor who has been in the industry for over 25 years. Sheri is a registered representative of Principal Securities, Inc. and is also a licensed agent in Iowa. Sheri offers a variety of financial services, including financial planning, portfolio management, and retirement planning. Sheri is committed to providing her clients with personalized financial advice that is tailored to their individual needs and goals. Sheri has held a variety of positions within the financial industry, including positions at Principal Mutual Life Ins, Princor Financial Services Corporation, and Principal Life Insurance Co. Sheri's expertise and experience make her a valuable resource for clients seeking financial guidance.
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.
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.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
02/04/2005 - Present
Principal Securities, Inc. (DES MOINES IA)
BOTH
Issued 02/03/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/27/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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