Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherri? Claim Your ProfileSherri Jannise has been a registered representative for over 23 years and has worked with several firms including TD Ameritrade, First Command Financial, Fidelity Brokerage Services LLC and TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC. Sherri is currently registered with First Command Advisory Services and is a licensed and registered agent in Texas. Sherri specializes in providing financial advice to individuals and corporations with a focus on financial planning and portfolio management. She also holds a minority partnership with her spouse in a locksmith business.
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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2
TX
05/01/2024 - Present
First Command Advisory Services (Granbury TX)
TX
07/25/2022 - 04/15/2024
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
TX
10/11/2017 - 07/11/2022
FIRST COMMAND BROKERAGE SERVICES, INC. (FORT WORTH TX)
TX
12/12/2016 - 10/05/2017
TD AMERITRADE, INC. (FORT WORTH TX)
TX
08/29/2013 - 09/16/2016
FIRST COMMAND FINANCIAL PLANNING, INC. (FORT WORTH TX)
TX
06/26/2013 - 08/21/2013
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
10/19/2012 - 07/02/2013
NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)
TX
12/18/2008 - 09/27/2012
TD AMERITRADE CLEARING, INC. (FORT WORTH TX)
NE
06/04/2009 - 11/11/2011
TD AMERITRADE, INC. (OMAHA NE)
TX
04/24/2006 - 12/18/2008
TD AMERITRADE, INC. (FORT WORTH TX)
TX
06/19/2002 - 07/05/2006
AMERITRADE, INC. (FORT WORTH TX)
NE
11/01/1999 - 12/31/2001
AMERITRADE (BELLEVUE NE)
BOTH
Issued 08/21/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/17/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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