Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherry? Claim Your ProfileSherry Tejeda is a financial advisor with over 28 years of experience in the financial services industry. Sherry is currently registered with Wedbush Securities Inc., and has been with the firm since April 2008. Prior to that, Sherry was a registered representative at CITIGROUP GLOBAL MARKETS INC., B. RILEY AND CO. INC., DREYFUS BROKERAGE SERVICES, INC., NATIONAL PLANNING CORPORATION, ROYAL ALLIANCE ASSOCIATES, INC., WM FINANCIAL SERVICES, INC., and GREAT WESTERN FINANCIAL SECURITIES CORPORATION. Sherry holds a variety of licenses and designations, including Series 7, 6, 63, 9, 10, 14, 24, 52, 53, 57, 79 and 99. Sherry specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars.
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.
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2
CA
04/18/2008 - Present
Wedbush Securities Inc. (LOS ANGELES CA)
CA
01/12/2007 - 04/29/2008
CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)
CA
07/26/2002 - 01/03/2007
B. RILEY AND CO. INC. (LOS ANGELES CA)
CA
07/13/2000 - 07/25/2002
DREYFUS BROKERAGE SERVICES, INC. (LOS ANGELES CA)
CA
06/30/1999 - 07/19/2000
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
AZ
11/23/1998 - 06/25/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
CA
05/01/1998 - 08/27/1998
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
05/26/1994 - 05/01/1998
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
BC
Issued 05/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/11/2001
Series 14 - Compliance Officer Examination
BC
Issued 03/13/2001
Series 4 - Registered Options Principal Examination
BC
Issued 01/19/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/13/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/02/1998
Series 24 - General Securities Principal Examination
BC
Issued 02/11/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 09/10/2021
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/21/1996
Series 7 - General Securities Representative Examination
BC
Issued 05/24/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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