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Sherri Lynn Mitchell

Charles Schwab & CO., Inc.

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About Sherri Lynn Mitchell

Sherri Lynn Mitchell is a financial advisor who has been in the industry since 2019. Sherri is currently registered with Charles Schwab & CO., Inc. She is also licensed to offer securities products and services in California and Colorado. Sherri has a history of working for several large financial firms including E*TRADE SECURITIES LLC and MetLife Securities Inc. Sherri's areas of expertise include financial planning and selection of other advisors.

Firm Information

Sherri Mitchell is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Sherri Mitchell’s Registration & Firm History

CO

12/01/2021 - Present

Charles Schwab & CO., Inc. (Lone Tree CO)

CO

11/25/2019 - 12/31/2020

E*TRADE SECURITIES LLC (Centennial CO)

MA

07/28/2000 - 08/28/2001

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

07/28/2000 - 08/28/2001

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/23/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/25/2019

Series 7TO - General Securities Representative Examination

BC

Issued 08/16/2019

SIE - Securities Industry Essentials Examination

BC

Issued 07/27/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Sherri Lynn Mitchell.
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