Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherry? Claim Your ProfileSherry Saucerman is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Sherry has been in the industry since 1996. She is a Certified Financial Planner and holds Series 7, 31, 53, 63, and 66 licenses. Sherry has experience in providing investment consulting services to institutional clients, financial planning, pension consulting, and selection of other advisors. She has a large client base including individuals, high net worth individuals, corporations, charities, and pension and profit-sharing plans. Sherry is registered in 16 states. Before joining Wells Fargo Advisors Financial Network, LLC, Sherry was a financial advisor at SunTrust Investment Services, Inc. and Crestar Securities Corporation.
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.
1
2
FL
08/02/2013 - Present
Wells Fargo Advisors Financial Network, LLC (ATLANTIC BEACH FL)
MD
05/26/2000 - 08/06/2013
SUNTRUST INVESTMENT SERVICES, INC. (GAMBRILLS MD)
VA
07/03/1996 - 05/26/2000
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
BOTH
Issued 12/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/1998
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/29/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 07/02/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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