Unclaimed
Sherry Prader is a financial advisor with Access Financial Resources Inc. Sherry has been in the financial industry since 2008 and has a strong track record of success. Sherry is a Registered Representative and Investment Advisor Representative with a Series 66 and Series 7 license. Sherry is committed to providing her clients with personalized financial advice and helping them achieve 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.
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.
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.
A percentage of the total value of assets under management is charged.
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OK
12/01/2016 - Present
Access Financial Resources Inc. (OKLAHOMA CITY OK)
OK
05/19/2008 - 10/18/2016
ARVEST WEALTH MANAGEMENT (DEL CITY OK)
BOTH
Issued 08/13/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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