Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherri? Claim Your ProfileSherri Jean Munkelwitz is a registered investment advisor representative with Raymond James Financial Services Advisors, Inc. Sherri has been in the securities industry since June 2008 and holds the Series 7, Series 66, and SIE licenses. Prior to joining Raymond James, Sherri worked with INVEST FINANCIAL CORPORATION. Sherri specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WI
08/06/2009 - Present
Raymond James Financial Services Advisors, Inc. (Amery WI)
WI
06/24/2008 - 08/07/2009
INVEST FINANCIAL CORPORATION (AMERY WI)
BOTH
Issued 10/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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