Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherry? Claim Your ProfileSherry D. Travis is a financial advisor working at Merrill Lynch, Pierce, Fenner & Smith Inc. in Beaumont, Texas. Sherry has been in the financial industry since July 1998. Sherry is registered with FINRA and the state of Texas and has been with Merrill Lynch since July 1997. Sherry holds the Series 7, Series 66, and SIE licenses. Sherry has experience working with a variety of clients, including individuals, high net worth individuals, corporations, pension and profit sharing plans, and charitable organizations. Sherry provides a variety of advisory services, including portfolio management, performance measurement reports, allocation modeling, IPS, research reports and services, selection of other advisors and educational seminars.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TX
07/28/1998 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BEAUMONT TX)
BOTH
Issued 07/24/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Sherry Travis is the right advisor for you? Invested Better is here to help.
