Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheri? Claim Your ProfileSheri Turek is a financial advisor with The Huntington Investment Co. Sheri Turek is a registered representative and investment advisor representative. Sheri has been in the industry since 1996. Sheri is a licensed advisor and a registered principal. Sheri has experience in the following areas: securities, investments, financial planning, and portfolio management. Sheri works with individuals, businesses, and charitable organizations.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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MI
05/30/2019 - Present
THE Huntington Investment Co. (Saginaw MI)
MI
11/29/2016 - 05/21/2019
INFINEX INVESTMENTS, INC. (Rochester MI)
FL
02/24/2015 - 11/07/2016
FIFTH THIRD SECURITIES, INC. (CAPE CORAL FL)
CO
07/07/2014 - 01/12/2015
THE LEADERS GROUP, INC. (LITTLETON CO)
MI
10/01/2012 - 09/11/2013
J.P. MORGAN SECURITIES LLC (FENTON MI)
MI
08/17/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FLINT MI)
MI
07/24/2009 - 07/25/2011
PRIMEVEST FINANCIAL SERVICES, INC. (MIDLAND MI)
MI
02/24/1999 - 07/22/2009
NATCITY INVESTMENTS, INC. (MT. PLEASANT MI)
OH
05/03/1999 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
IL
07/27/1998 - 03/02/1999
ABN AMRO INVESTMENT SERVICES, INC. (CHICAGO IL)
NA
05/26/1998 - 07/27/1998
STANDARD BROKERAGE SERVICES, INC.
IL
04/17/1998 - 05/29/1998
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
IN
05/02/1997 - 04/01/1998
MDS SECURITIES INCORPORATED (CARMEL IN)
WI
11/10/1995 - 06/18/1997
INVEST FINANCIAL CORPORATION (APPLETON WI)
MI
04/06/1994 - 06/15/1994
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
NY
10/06/1993 - 02/10/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/06/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/05/2012
Series 4 - Registered Options Principal Examination
BC
Issued 12/22/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/28/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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