Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherry? Claim Your ProfileSherry Ann Corriveau is a registered representative with Morgan Stanley. Sherry Ann Corriveau has been in the securities industry since January 15, 2003. Sherry Ann Corriveau is also a registered Investment Advisor Representative and has been active in this capacity since June 1, 2009. Sherry Ann Corriveau has passed several industry exams including Series 63, Series 65, Series 7 and SIE. Sherry Ann Corriveau has a total of 43 state licenses as a Broker and 2 state licenses as an Investment Advisor. Sherry Ann Corriveau is registered with FINRA and is also a member of the MSRB. Sherry Ann Corriveau is registered with the state of Texas as a resident Investment Advisor.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
06/19/2009 - Present
Morgan Stanley (Aventura FL)
FL
01/09/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (AVENTURA FL)
FL
01/15/2003 - 01/27/2009
UBS FINANCIAL SERVICES INC. (AVENTURA FL)
IA
Issued 03/13/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Sherry Corriveau is the right advisor for you? Invested Better is here to help.
