Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherri? Claim Your ProfileSherri Christensen is a financial advisor registered with Capital Client Group, Inc. She is a licensed agent in Indiana and is also registered in Florida, Michigan and Ohio. Sherri has been in the industry since December 1992 and is a registered representative of Capital Client Group, Inc.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
1
2
IN
05/27/2022 - Present
Capital Client Group, Inc. (CARMEL IN)
IN
08/26/2005 - 05/19/2022
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
CT
04/27/2004 - 08/31/2004
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
IN
12/17/2001 - 04/19/2004
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IN
12/03/1991 - 12/17/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
BC
Issued 01/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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