Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherry? Claim Your ProfileSherry Johnson White is a Registered Representative for Principal Securities, Inc., with a branch office in Raleigh, NC. Sherry is a licensed financial advisor who specializes in financial planning and investment management for individuals and businesses. Sherry offers a range of investment products and services, including variable annuities, mutual funds, and other investment products. Sherry has been in the financial services industry since 2009. Before joining Principal Securities, Inc., Sherry worked for Fidelity Brokerage Services LLC in Cary, NC. Sherry holds Series 6, 63, 26, and SIE licenses and is also a Registered Representative with FINRA.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
NC
05/08/2023 - Present
Principal Securities, Inc. (RALEIGH NC)
NC
01/06/2009 - 03/01/2011
FIDELITY BROKERAGE SERVICES LLC (CARY NC)
BC
Issued 03/03/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/08/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/21/2022
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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