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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 Olson-lusardi is an investment advisor representative at UBS Financial Services Inc. with over 38 years of experience in the financial services industry. Sherry has a wide range of experience and holds Series 3, 7, 63, and 65 licenses. In addition to her investment advisory experience, Sherry holds various other licenses and certifications, including the SIE exam. Sherry is registered with the Financial Industry Regulatory Authority (FINRA) and is a registered investment advisor in several states.
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.
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.
See schedule d - miscellaneous
1
2
MA
11/15/2010 - Present
UBS Financial Services Inc. (WORCESTER MA)
NY
03/11/1991 - 01/22/2003
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
11/01/1988 - 03/21/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/21/1984 - 09/02/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 07/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
BC
Issued 03/13/1984
Series 3 - National Commodity Futures Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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