Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherry? Claim Your ProfileSherry Martin is a financial professional with over 38 years of experience in the industry. Sherry has been registered with Planmember Securities Corp. since 2003 and has worked for several firms over her career, including Legend Equities Corporation and Aragon Financial Services, Inc.. Sherry holds a Series 6 license and the Securities Industry Essentials Examination. Sherry is licensed in the state of California to provide investment advisory services. Sherry is currently an active investment advisor representative with Planmember Securities Corp. and is active in the securities industry.
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.
Provides investment supervisory services
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
CA
04/07/2003 - Present
Planmember Securities Corp. (VAN NUYS CA)
FL
06/17/1996 - 04/09/2003
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
CA
05/01/1989 - 06/18/1996
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
NA
02/06/1984 - 05/22/1987
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
02/02/1982 - 01/25/1984
SECURITY FIRST FINANCIAL, INC.
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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