Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherrie? Claim Your ProfileSherrie Stalzer is a financial advisor with Newbridge Financial Services Group, Inc. located in Boca Raton, Florida. Sherrie has been in the financial industry since March 1997 and has a wide range of experience. Sherrie works with a variety of clients including individuals, corporations, charitable organizations, and pension and profit-sharing plans. Sherrie is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC).
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.
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.
A percentage of the total value of assets under management is charged.
Promoter fees
1
2
FL
01/11/2022 - Present
Newbridge Financial Services Group, Inc. (BOCA RATON FL)
FL
08/23/2013 - 05/25/2018
J.P. MORGAN SECURITIES LLC (BOCA RATON FL)
FL
10/31/2007 - 05/17/2013
CITIGROUP GLOBAL MARKETS INC. (BOCA RATON FL)
FL
08/20/2003 - 08/17/2006
NEWBRIDGE SECURITIES CORPORATION (BOCA RATON FL)
IN
08/30/2001 - 08/18/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/30/2001 - 08/18/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
FL
11/20/2000 - 09/04/2001
STERLING FINANCIAL INVESTMENT GROUP, INC. (BOCA RATON FL)
FL
02/13/1997 - 11/20/2000
JOSEPH CHARLES & ASSOC., INC. (BOCA RATON FL)
FL
10/11/1996 - 02/06/1997
K.W. BROWN INVESTMENTS (DELRAY BEACH FL)
NY
09/09/1994 - 10/24/1996
SMITH BARNEY INC. (NEW YORK NY)
FL
11/26/1993 - 04/04/1994
BARRON CHASE SECURITIES, INC. (BOCA RATON FL)
NY
11/25/1992 - 03/18/1993
GKN SECURITIES CORP. (NEW YORK NY)
IA
Issued 12/11/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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