Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherry? Claim Your ProfileSherry Thiltgen is a financial advisor who has been in the industry for over 20 years. Sherry currently works at Captrust, a firm that provides financial advice to a variety of clients, including individuals, families, businesses, and institutions. Sherry is a licensed Investment Advisor Representative and holds the Series 63, Series 65, Series 7, Series 9, Series 10, and Series 24 licenses.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
10/18/2019 - Present
Captrust (San Antonio TX)
TX
09/15/2008 - 05/20/2013
TD AMERITRADE, INC. (FORT WORTH TX)
TX
09/25/2007 - 07/28/2008
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
01/12/2006 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
05/22/2002 - 11/16/2005
FIXED INCOME SECURITIES, LP (SAN ANTONIO TX)
TX
02/10/1999 - 05/20/2002
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
12/03/1998 - 01/01/1999
MAY FINANCIAL CORPORATION (DALLAS TX)
IA
Issued 01/23/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/11/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/05/2003
Series 24 - General Securities Principal Examination
BC
Issued 11/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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