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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherri? Claim Your ProfileSherri Lynn Harris is a financial advisor at Commonwealth Financial Network. Sherri has been in the financial services industry since January 31, 2014. Sherri is registered with the state of New Mexico as an investment advisor representative and holds the following licenses: Series 66, Series 7, and SIE. Sherri has experience working with clients in the following areas: Individuals, High Net Worth Individuals, Pension and Profit Sharing Plans, Corporations or other Businesses, and State or Municipal Government Entities. Commonwealth Financial Network is a registered investment advisor with the SEC and has offices in Waltham, Massachusetts. The firm has a strong reputation in the industry and has been recognized for its commitment to providing high-quality financial advice to its clients.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NM
08/01/2017 - Present
Commonwealth Financial Network (Albuquerque NM)
NM
02/01/2014 - 08/03/2017
INVEST FINANCIAL CORPORATION (ALBUQUERQUE NM)
BOTH
Issued 04/16/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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