Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheri? Claim Your ProfileSheri Pamela Benjamin is a financial advisor with LPL Financial LLC, a firm with over 20,000 licensed agents and $463 billion in assets under management. Sheri has been in the industry since 1993 and has held positions at several firms. She is registered with the state of California as a registered representative and investment advisor representative. Sheri has worked at LPL Financial since 2013, providing investment and financial planning services to her clients. She holds the Series 7, 6, and 63 licenses. Sheri is also a Chartered Financial Consultant. In addition to her work at LPL Financial, Sheri also provides insurance services through Cammarano Insurance 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.
1
2
CA
01/11/2013 - Present
LPL Financial LLC (MILL VALLEY CA)
TN
10/29/2007 - 02/02/2012
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
CA
05/29/2007 - 10/02/2007
CITIGROUP GLOBAL MARKETS INC. (MILL VALLEY CA)
CA
07/06/2004 - 05/29/2007
CITICORP INVESTMENT SERVICES (MILL VALLEY CA)
OH
05/02/2003 - 06/23/2004
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
MN
12/04/2000 - 04/15/2003
USALLIANZ INVESTOR SERVICES, LLC (MINNEAPOLIS MN)
NY
01/05/1998 - 10/04/2000
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
CA
01/24/1996 - 01/07/1998
FN INVESTMENT CENTER (SACRAMENTO CA)
NY
09/15/1995 - 02/08/1996
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NY
04/01/1993 - 07/17/1995
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NY
05/11/1990 - 10/17/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 05/10/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/1996
Series 7 - General Securities Representative Examination
BC
Issued 05/10/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Sheri Benjamin is the right advisor for you? Invested Better is here to help.
