Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheri? Claim Your ProfileSheri Rosen is a registered representative with Triad Securities Corp. She has been in the industry since November 1997, holding licenses in various states. Sheri has passed the Series 62, Series 63, and SIE exams. She has a strong background in the securities industry, demonstrating a commitment to providing excellent service and knowledge.
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.
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.
1
2
NY
11/07/1997 - Present
Triad Securities Corp. (NEW YORK NY)
BC
Issued 06/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/1997
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Sheri Rosen is the right advisor for you? Invested Better is here to help.
