Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherry? Claim Your ProfileSherry Belisle is a financial advisor with Wells Fargo Clearing Services, LLC. Sherry has been in the industry since 2007 and has experience working with individual investors, businesses, and institutional clients. Sherry holds the Series 7, Series 63, and Series 65 licenses. Sherry is a registered representative of Wells Fargo Clearing Services, LLC and an Investment Advisor Representative of Wells Fargo Advisors Financial Network, LLC.
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.
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.
Investment consulting services to institutional clients
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
AZ
12/18/2023 - Present
Wells Fargo Clearing Services, LLC (PHOENIX AZ)
MO
06/15/2022 - 02/09/2023
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
AZ
06/08/2020 - 07/23/2020
USAA INVESTMENT SERVICES COMPANY (Phoenix AZ)
AZ
05/09/2019 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
10/01/2012 - 10/24/2017
J.P. MORGAN SECURITIES LLC (SUN CITY AZ)
AZ
04/09/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SUN CITY AZ)
IA
Issued 03/14/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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