Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherleen? Claim Your ProfileSherleen Udasco is an Investment Advisor Representative with First Command Advisory Services. Sherleen has been in the financial services industry for over 6 years and has a strong background in financial planning. Sherleen holds the Series 7, Series 66 and SIE licenses. Prior to joining First Command Advisory Services, Sherleen was a Financial Advisor at First Command Brokerage Services, Inc.
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.
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.
A percentage of the total value of assets under management is charged.
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GA
02/20/2023 - Present
First Command Advisory Services (Evans GA)
GA
01/25/2017 - 06/08/2021
FIRST COMMAND BROKERAGE SERVICES, INC. (EVANS GA)
BOTH
Issued 04/03/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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