Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherrel? Claim Your ProfileSherrel Koenig is a financial advisor with LPL Financial LLC, based in St. Louis, MO. Sherrel has been in the industry since 1993 and has experience working with clients of various types, including individuals, businesses, and retirement plans. Sherrel specializes in providing financial planning, portfolio management, and other advisory services to help clients achieve their financial goals. Previously, Sherrel worked at Commerce Brokerage Services, Inc. Sherrel has a strong track record of success and is committed to providing her clients with the highest level of service.
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.
Consulting and other non-discretionary advisory services
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.
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2
MO
08/16/2023 - Present
LPL Financial LLC (ST. LOUIS MO)
MO
03/24/1993 - 08/16/2023
COMMERCE BROKERAGE SERVICES, INC. (ST. LOUIS MO)
BC
Issued 08/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/22/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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