Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherry? Claim Your ProfileSherry E. Craig is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Sherry Craig has been in the industry since June 1987. She has a total of 16 approved state registrations and holds the Series 7, Series 24, Series 55, Series 63, Series 66 and SIE licenses. In addition to her role with Merrill Lynch, Sherry E. Craig is also a FINRA Dispute Resolution Arbitrator. Sherry E. Craig is registered to provide investment advice in the following states: California, Colorado, Florida, Georgia, Hawaii, Illinois, Indiana, Kansas, Louisiana, Maryland, Michigan, Mississippi, Ohio, South Carolina, Tennessee and Texas. Sherry E. Craig has been associated with Merrill Lynch since June 2011. Previously she worked at Walnut Street Securities, Inc., Capital One Southcoast, Inc, Hibernia Southcoast Capital, Inc., Hoak Breedlove Wesneski & Co., Southcoast Capital Corporation, Cleary Gull Reiland & McDevitt Inc. and McDonald & Company Securities, Inc..
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
07/27/2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MCKINNEY TX)
TX
11/17/2008 - 07/06/2011
WALNUT STREET SECURITIES, INC. (MCKINNEY TX)
LA
10/11/2000 - 02/28/2007
CAPITAL ONE SOUTHCOAST, INC (COVINGTON LA)
LA
02/03/2000 - 10/10/2000
HIBERNIA SOUTHCOAST CAPITAL, INC. (NEW ORLEANS LA)
TX
09/03/1996 - 01/31/2000
HOAK BREEDLOVE WESNESKI & CO. (DALLAS TX)
TX
08/25/1992 - 08/08/1996
SOUTHCOAST CAPITAL CORPORATION (AUSTIN TX)
WI
06/26/1990 - 07/20/1992
CLEARY GULL REILAND & MCDEVITT INC. (MILWAUKEE WI)
OH
10/09/1985 - 06/15/1990
ROULSTON RESEARCH CORP. (CLEVELAND OH)
NA
06/19/1985 - 09/30/1985
MCDONALD & COMPANY SECURITIES, INC.
BOTH
Issued 01/27/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/15/1985
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
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