Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherri? Claim Your ProfileSherri Goss is an investment advisor representative with Osaic Wealth, Inc. She has been in the financial services industry for over 20 years and is registered with the Securities and Exchange Commission (SEC) as a Registered Investment Advisor (RIA). Sherri is licensed to provide investment advice in multiple states and has a Series 7, Series 24 and Series 66 license. Sherri has a strong background in financial planning, portfolio management, and wealth management. She also provides educational seminars to clients and offers a variety of other services, including selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Sherri is committed to helping her clients achieve their financial goals.
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.
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
GA
08/20/2019 - Present
Osaic Wealth, Inc. (WARNER ROBINS GA)
MA
03/25/2004 - 07/20/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 05/28/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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