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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 Nicole Leveille is a financial advisor registered with LPL Financial LLC, a national financial services company. Sheri has been in the financial industry since 2005, working for several firms, including Morgan Stanley and Stifel, Nicolaus & Company, Incorporated, before joining LPL Financial LLC. Sheri is licensed in 13 states and holds multiple industry certifications, including the Series 7, Series 31, and Series 66 licenses. Sheri has been a Certified Financial Planner since 2005 and has a wealth of experience in financial planning, portfolio management, and other advisory services.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
07/11/2024 - Present
LPL Financial LLC (PASO ROBLES CA)
CA
01/13/2012 - 07/16/2024
STIFEL, NICOLAUS & COMPANY, INCORPORATED (PASO ROBLES CA)
CA
06/01/2009 - 01/19/2012
MORGAN STANLEY SMITH BARNEY (SAN LUIS OBISPO CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PASO ROBLES CA)
CA
01/27/2005 - 04/02/2007
MORGAN STANLEY DW INC. (PASO ROBLES CA)
BOTH
Issued 02/10/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 01/25/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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