Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherie? Claim Your ProfileSherie Catlett is a financial advisor with UMB Financial Services, Inc. based in Dallas, Texas. Sherie is licensed to provide investment advice and has been in the industry since 1995. She has experience working with a variety of clients, including individuals, businesses, and pooled investment vehicles. Her experience includes providing financial planning services and managing investment portfolios. Sherie has passed the Series 7, Series 63 and SIE exams, as well as holds several state registrations.
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.
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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TX
09/16/2014 - Present
UMB Financial Services, Inc. (Dallas TX)
MO
10/01/2013 - 08/25/2014
STERN BROTHERS & CO. (ST. LOUIS MO)
MO
04/13/1994 - 03/05/2012
CITIGROUP GLOBAL MARKETS INC. (O'FALLON MO)
BC
Issued 07/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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