Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherman? Claim Your ProfileSherman Phillip Ober is a financial advisor with Cetera Investment Advisers LLC. He has been in the industry since June 2, 1987. Sherman Phillip Ober provides financial planning and investment advice to individuals, businesses, and retirement plans. He also offers services in pension consulting, educational seminars, and selection of other advisors.
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.
A percentage of the total value of assets under management is charged.
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2
OR
03/21/2024 - Present
Cetera Investment Advisers LLC (SALEM OR)
OR
04/22/2008 - 11/23/2016
NEXT FINANCIAL GROUP, INC. (SALEM OR)
OR
05/25/2005 - 04/28/2008
SECURITIES AMERICA, INC. (SALEM OR)
MA
04/28/2003 - 06/02/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/28/2003 - 06/02/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
10/18/1993 - 05/13/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
NA
06/03/1987 - 10/20/1993
CENTURY INVESTORS OF AMERICA, INC.
IA
Issued 05/26/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/12/2005
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/21/1994
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 06/02/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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