Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherry? Claim Your ProfileSherry Dewane is a financial advisor currently affiliated with Morgan Stanley. Sherry has been working in the financial services industry since July 19, 2010. Previously, Sherry was affiliated with UBS Financial Services Inc. and Wells Fargo Advisors, LLC. Sherry has Series 7, Series 63, and Series 66 securities licenses as well as a Certified Financial Planner designation. Sherry holds active registrations for both securities and investment advisory activities. Sherry has a broad range of experience in providing financial services, including portfolio management for individuals and businesses, financial planning, pension consulting, asset allocation advice and selection of other advisors.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
05/31/2024 - Present
Morgan Stanley (Los Angeles CA)
CA
02/04/2019 - 06/13/2024
UBS FINANCIAL SERVICES INC. (Los Angeles CA)
CA
01/03/2011 - 06/19/2017
WELLS FARGO CLEARING SERVICES, LLC (BEVERLY HILLS CA)
CA
08/20/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (BEVERLY HILLS CA)
CA
12/03/2008 - 08/24/2009
WELLS FARGO ADVISORS, LLC (LOS ANGELES CA)
BOTH
Issued 05/17/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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