Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherry? Claim Your ProfileSherry Adler is a financial professional with over 38 years of experience in the financial services industry. Sherry is a registered representative of Next Financial Group, Inc. She has held various positions throughout her career, including being a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sherry is also the owner of AERIE FINANCIAL PLANNING, which is a DBA and provides investment and financial planning services. Sherry specializes in providing financial planning, pension consulting and educational seminars to individuals, families, and businesses. She is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
CA
05/02/2019 - Present
Next Financial Group, Inc. (Helendale CA)
NA
06/27/1986 - 08/22/1989
CUMBERLAND ADVISORS, PTY
NA
05/04/1984 - 06/25/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
03/22/1983 - 10/21/1983
JANNEY MONTGOMERY SCOTT INC.
BOTH
Issued 06/06/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/19/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2018
Series 4 - Registered Options Principal Examination
BC
Issued 08/27/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/28/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2016
Series 52 - Municipal Securities Representative Examination
BC
Issued 05/17/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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