Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherri? Claim Your ProfileSherri Fryatt is a financial advisor with over 15 years of experience in the financial services industry. She is currently registered as an Investment Advisor Representative with Global Retirement Partners LLC. Sherri is a licensed Investment Advisor in both California and Texas. She has a strong understanding of the financial markets and can provide investment advice to individuals, families, and businesses. Sherri is committed to providing her clients with personalized financial advice. She is dedicated to helping her clients reach their financial goals. Sherri has been a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated and T. Rowe Price Investment Services, Inc., both leading financial institutions.
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.
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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CA
09/20/2021 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
TX
10/22/2015 - 09/17/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUSTIN TX)
MD
08/24/2006 - 02/24/2015
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
BOTH
Issued 11/19/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/11/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/23/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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