Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherri? Claim Your ProfileSherri Lynn Halverson is a financial advisor with Thrivent Investment Management Inc. located in CLEVELAND, WI. Sherri has been in the financial services industry since December 2, 2001. Sherri holds the Series 7, 9, 10, 66, and SIE licenses and is registered in WI. Sherri has specialized in the following areas: Financial Planning, Portfolio Management for Individuals.
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
WI
12/04/2017 - Present
Thrivent Investment Management Inc. (CLEVELAND WI)
WI
06/13/2001 - 06/13/2017
ROBERT W. BAIRD & CO. INCORPORATED (SHEBOYGAN WI)
BOTH
Issued 10/12/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/22/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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