Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherry? Claim Your ProfileSherry Carpenter Leavell is a financial advisor with Stifel, Nicolaus & Company, Inc., located in Louisville, Kentucky. Sherry has been in the industry for over 30 years and has a broad range of experience in financial planning, portfolio management, and investment advisory services. Sherry holds multiple licenses, including Series 3, 7, and 63. She is also a registered Investment Advisor in Indiana, Kentucky and Missouri.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
KY
04/07/2003 - Present
Stifel, Nicolaus & Company, Inc. (LOUISVILLE KY)
NY
12/22/1987 - 05/27/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 07/08/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1988
Series 3 - National Commodity Futures Examination
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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