Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheri? Claim Your ProfileSheri Tuttle Martin is a financial advisor who has been in the industry since 1983. Sheri is currently registered with Stifel, Nicolaus & Company, Inc. and has been with the firm since 2021. Previously, Sheri was registered with UBS Financial Services Inc. for 16 years. Sheri is also a registered Investment Advisor in Texas.
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.
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
AZ
04/16/2021 - Present
Stifel, Nicolaus & Company, Inc. (PHOENIX AZ)
AZ
10/15/2004 - 04/27/2021
UBS FINANCIAL SERVICES INC. (PHOENIX AZ)
MO
07/01/2003 - 11/11/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
03/02/1992 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/21/1983 - 03/04/1992
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 09/06/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Sheri Martin is the right advisor for you? Invested Better is here to help.
