Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherry? Claim Your ProfileSherry L. Wheeler is a financial advisor with over 25 years of experience in the industry. She has a Series 7 and Series 63 license and holds the SIE designation. Sherry is currently registered with Stifel, Nicolaus & Company, Inc. in Memphis, Tennessee and has previously held positions with firms such as Commonwealth Financial Network, Vining Sparks, and Raymond James & Associates, Inc. Sherry specializes in providing financial advice for a wide range of clients including high-net-worth individuals, businesses, corporations, and charitable organizations.
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.
1
2
TN
11/28/2016 - Present
Stifel, Nicolaus & Company, Inc. (MEMPHIS TN)
TN
10/23/2015 - 11/16/2016
COMMONWEALTH FINANCIAL NETWORK (MEMPHIS TN)
TN
03/18/2014 - 01/02/2015
VINING SPARKS (MEMPHIS TN)
TN
09/25/2012 - 02/13/2014
RAYMOND JAMES & ASSOCIATES, INC. (MEMPHIS TN)
TN
08/25/2008 - 03/14/2013
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
TN
01/02/2004 - 06/24/2008
RAYMOND JAMES & ASSOCIATES, INC. (MEMPHIS TN)
NY
03/02/1998 - 01/16/2004
RBC DAIN RAUSCHER INC. (NEW YORK NY)
WI
02/01/1997 - 06/04/1998
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
03/03/1998 - 03/31/1998
DAIN RAUSCHER INCORPORATED
NA
08/20/1996 - 02/01/1997
AMERISTAR CAPITAL MARKETS, INC.
TN
12/20/1994 - 08/12/1996
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BC
Issued 06/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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