Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherri? Claim Your ProfileSherri Bancroft is a financial advisor with LPL Financial LLC. Sherri Bancroft is registered to offer securities and investment advisory services in the state of Pennsylvania. Sherri Bancroft has 2 product exams, including Investment Company Products/Variable Contracts Representative Examination and Securities Industry Essentials Examination.
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.
Consulting and other non-discretionary advisory services
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
PA
01/01/2024 - Present
LPL Financial LLC (WARREN PA)
BC
Issued 12/28/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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