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Sherri Lynne Hunt

Truist Investment Services, Inc.

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About Sherri Lynne Hunt

Sherri Lynne Hunt is a registered representative with Truist Investment Services, Inc. in Ocala, Florida. Sherri has over 17 years of experience in the financial services industry. She is a Series 7 and Series 63 licensed representative. Sherri previously worked at BB&T Securities, LLC and Wells Fargo Advisors, LLC.

Firm Information

Sherri Hunt is currently registered with Truist Investment Services, Inc.. Truist Investment Services, Inc. is a corporation formed on November 27, 1985. It is registered with the SEC and in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

162

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.

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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Sherri Hunt’s Registration & Firm History

FL

02/17/2021 - Present

Truist Investment Services, Inc. (OCALA FL)

FL

10/12/2015 - 02/17/2021

BB&T SECURITIES, LLC (OCALA FL)

FL

02/22/2006 - 10/14/2015

WELLS FARGO ADVISORS, LLC (OCALA FL)

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Licenses & Designations

BC

Issued 02/11/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/21/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Sherri Lynne Hunt. Review regulatory record here.
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