Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherry? Claim Your ProfileSherry Lee Murphy is a financial advisor with Ameriprise Financial Services, LLC and has been in the industry since February 22, 2006. Sherry is registered with the state of Georgia and is licensed to provide investment advice and sell securities. Sherry holds the Series 6, 7, and 66 licenses, as well as the SIE exam. Sherry has experience working with a variety of clients, including individuals, high net worth individuals, corporations, charitable organizations, and trusts/estates. Sherry is passionate about helping clients reach their financial goals.
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.
Asset allocation services
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.
1
2
GA
03/09/2007 - Present
Ameriprise Financial Services, LLC (SUWANEE GA)
NA
01/31/1992 - 11/13/1992
PRUCO SECURITIES CORPORATION
NA
01/31/1992 - 11/13/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
BOTH
Issued 03/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/30/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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