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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherry? Claim Your ProfileSherry Ann Hight is a financial advisor with Creative Financial Designs, Inc. Sherry has been a registered representative for over 25 years and holds a series 7, 7TO, 24, 51, 63 and 66 licenses. Sherry has specialized in working with high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and charitable organizations. Sherry also has experience working with CFD INVESTMENTS, INC., and SPELMAN & CO., INC.. Sherry is currently registered with the state of Indiana and Massachusetts. Sherry is committed to providing her clients with personalized financial advice and guidance. She is a member of the firm's financial planning team and specializes in helping clients reach 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
IN
02/08/2023 - Present
Creative Financial Designs, Inc. (KOKOMO IN)
IN
04/12/2001 - 07/17/2002
CFD INVESTMENTS, INC. (KOKOMO IN)
AZ
10/18/2000 - 04/11/2001
SPELMAN & CO., INC. (PHOENIX AZ)
IN
08/12/1997 - 10/03/2000
CFD INVESTMENTS, INC. (KOKOMO IN)
BOTH
Issued 02/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2023
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/11/2023
Series 24 - General Securities Principal Examination
BC
Issued 11/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/16/2022
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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