Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherri? Claim Your ProfileSherri Renee Beabout is a financial advisor with over 25 years of experience in the industry. Sherri is registered with Cambridge Investment Research Advisors, Inc. in Indiana and Texas and holds Series 7, 24, and 63 licenses. Sherri has previously worked with LPL FINANCIAL LLC, CETERA INVESTMENT SERVICES LLC, PFIC SECURITIES CORPORATION, and PRIMEVEST FINANCIAL SERVICES, INC. Sherri is a dedicated financial advisor who offers a range of services including financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IN
11/17/2023 - Present
Cambridge Investment Research Advisors, Inc. (Lafayette IN)
IN
10/23/2015 - 09/12/2022
LPL FINANCIAL LLC (LAFAYETTE IN)
IN
02/16/1999 - 10/22/2015
CETERA INVESTMENT SERVICES LLC (MUNCIE IN)
TN
12/01/1998 - 02/11/1999
PFIC SECURITIES CORPORATION (FRANKLIN TN)
MN
06/11/1997 - 12/04/1998
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
BC
Issued 06/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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