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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherry? Claim Your ProfileSherry Elaine Doctor felten is a financial advisor with PFS Investments Inc. Sherry is licensed to provide investment advice and services in California and Texas. She has been in the financial industry since January 5, 2004 and is currently located in Clovis, California. Sherry is a Series 6, 26, and 63 licensed advisor and holds the SIE designation. Sherry's experience and expertise in the financial services industry make her well-equipped to help individuals and businesses meet their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
12/23/2021 - Present
PFS Investments Inc. (CLOVIS CA)
CA
01/17/2012 - 01/03/2020
PFS INVESTMENTS INC. (SALINAS CA)
CA
01/01/2002 - 12/31/2011
PFS INVESTMENTS INC. (SALINAS CA)
BC
Issued 12/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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