Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherri? Claim Your ProfileSherri Stansbury is a financial advisor with over 24 years of experience in the industry. Sherri has held licenses in numerous states, including Ohio, Michigan, Florida and Texas, and is currently registered with Osaic Wealth, Inc. She has a broad range of experience, having worked with previous firms including NEXT FINANCIAL GROUP, INC. and MUTUAL SERVICE CORPORATION. Her expertise includes financial planning, portfolio management for individuals and businesses, and pension consulting. She provides educational seminars and helps clients with the selection of other advisors.
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
OH
10/16/2023 - Present
Osaic Wealth, Inc. (TOLEDO OH)
OH
08/21/2009 - 12/04/2012
NEXT FINANCIAL GROUP, INC. (TOLEDO OH)
OH
07/05/2002 - 08/24/2009
MUTUAL SERVICE CORPORATION (TOLEDO OH)
AL
09/21/1999 - 07/10/2002
PROEQUITIES, INC. (BIRMINGHAM AL)
BC
Issued 03/23/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/16/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/2010
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/27/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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