Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherri? Claim Your ProfileSherri Ann Eadie is a financial advisor with LPL Financial LLC. Sherri has been in the financial services industry since 1995. Sherri holds Series 7, 9, 10, 63, 65, and SIE licenses. She has a strong background in financial planning and investment management, and is dedicated to helping clients achieve their financial goals. Sherri also works as a FINRA Arbitrator.
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.
1
2
PA
01/30/2025 - Present
LPL Financial LLC (SHIPPENVILLE PA)
NC
10/17/1995 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
IA
Issued 07/09/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/03/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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