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 Yager is a financial advisor with over 25 years of experience in the industry. She has a strong track record of helping clients achieve their financial goals and has a deep understanding of the financial markets. Sherri is currently registered with Capital Management of the Carolinas, LLC. Sherri has passed several industry exams including the Series 6, 63, and 26 exams. She is a licensed representative in the state of North Carolina. Prior to joining Capital Management of the Carolinas, LLC, Sherri was associated with Sterling Capital Distributors, Inc.
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.
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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NC
10/01/2001 - Present
Capital Management OF THE Carolinas, LLC (CHARLOTTE NC)
NC
12/18/1995 - 07/11/2000
STERLING CAPITAL DISTRIBUTORS, INC. (CHARLOTTE NC)
BC
Issued 10/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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