Unclaimed
Sherri Sue Chaney is a registered representative with Cetera Investment Services LLC. Sherri has been in the securities industry since June 4, 1999. Sherri holds a Series 7 and a Series 63 license. Sherri is registered with the state of Indiana. Sherri was previously registered with Investment Centers of America, Inc., Questar Capital Corporation, Invest Financial Corporation and Vestax Securities Corporation.
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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2
IN
01/10/2013 - Present
Cetera Investment Services LLC (FORT WAYNE IN)
IN
01/30/2006 - 01/10/2013
INVESTMENT CENTERS OF AMERICA, INC. (FORT WAYNE IN)
MN
09/19/2005 - 01/27/2006
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
WI
06/06/2003 - 09/01/2005
INVEST FINANCIAL CORPORATION (APPLETON WI)
OH
05/17/1999 - 07/10/2003
VESTAX SECURITIES CORPORATION (HUDSON OH)
BC
Issued 05/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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