Unclaimed
Sherry Faye Bogus is an investment advisor representative with Allstate Financial Advisors, LLC. Sherry has been in the financial services industry since 2001. Sherry is registered in Texas, Louisiana, and Virginia. Sherry is a Series 6, 7, 63, and 66 licensed professional. Sherry has previous experience with Bankers Life Securities, Inc. and ProEquities, Inc. Sherry is committed to providing clients with sound financial advice and personalized service.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Third party advisory fees
1
2
TX
04/29/2021 - Present
Allstate Financial Advisors, LLC (Montgomery TX)
TX
05/26/2016 - 04/23/2021
BANKERS LIFE SECURITIES, INC. (Spring TX)
TX
09/19/2014 - 05/26/2016
PROEQUITIES, INC. (Houston TX)
NC
05/12/2006 - 12/31/2007
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NY
12/20/2001 - 12/02/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 11/06/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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