Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherry? Claim Your ProfileSherry Jill Stinson Oliver is a financial advisor at Fidelity Personal And Workplace Advisors, with over 10 years of experience in the financial services industry. Sherry Jill has a wide range of experience, working with various firms including USAA Financial Advisors, Inc., TIAA-CREF Individual & Institutional Services, LLC, and Morgan Stanley Smith Barney. Sherry Jill holds both Series 63 and 66 licenses, and Series 7 and SIE licenses, allowing her to offer a variety of financial services to clients. Sherry Jill is registered to provide financial advice in 52 states and the District of Columbia.
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.
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.
A percentage of the total value of assets under management is charged.
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2
GA
01/10/2022 - Present
Fidelity Personal AND Workplace Advisors (JONESBORO GA)
TX
07/01/2019 - 06/18/2020
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
06/27/2012 - 08/15/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
OK
05/14/2012 - 06/14/2012
MORGAN STANLEY SMITH BARNEY (OKLAHOMA CITY OK)
OK
01/07/2010 - 05/09/2011
CHASE INVESTMENT SERVICES CORP. (MIDWEST CITY OK)
TX
08/23/2007 - 10/12/2009
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 04/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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