Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherry? Claim Your ProfileSherry Klein is a financial advisor with Valic Financial Advisors, Inc., a firm that provides financial planning and portfolio management for individuals. Sherry has been in the industry since 1988 and is licensed to provide securities and investment advisory services in Florida and California. She has a Series 6, 7TO, 63, and 65 license. Sherry is currently based in Boca Raton, Florida, where she has been working with Valic Financial Advisors, Inc. since 1998.
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.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to 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.
A percentage of the total value of assets under management is charged.
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2
FL
12/17/1998 - Present
Valic Financial Advisors, Inc. (BOCA RATON FL)
TX
08/10/2000 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
FL
02/21/1996 - 03/08/2000
PUBLIC EMPLOYEES EQUITIES SERVICES COMPANY (PALM BEACH GARDENS FL)
NY
05/02/1990 - 02/05/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
04/25/1990 - 02/05/1997
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NA
10/06/1988 - 04/25/1990
UR FINANCIAL, INC.
IA
Issued 05/24/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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