Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherry? Claim Your ProfileSherry Verburgt is an investment advisor representative registered with UBS Financial Services Inc.. Sherry has over 20 years of experience in the financial services industry. She specializes in providing financial advice and portfolio management to individuals, businesses, and institutions. Sherry is committed to providing her clients with personalized financial guidance and helping them achieve their financial goals. Sherry has passed several industry exams including Series 31, Series 7, and the Securities Industry Essentials Examination (SIE). Sherry has been with UBS Financial Services Inc. since 2011. Prior to joining UBS Financial Services Inc., Sherry worked at Morgan Stanley Smith Barney and Citigroup Global Markets 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.
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.
See schedule d - miscellaneous
1
2
TX
07/15/2011 - Present
UBS Financial Services Inc. (HOUSTON TX)
TX
06/01/2009 - 07/25/2011
MORGAN STANLEY SMITH BARNEY (HOUSTON TX)
TX
06/14/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)
TX
08/11/2000 - 06/15/2006
MORGAN STANLEY DW INC. (HOUSTON TX)
IA
Issued 12/30/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/6/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/30/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 8/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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