Unclaimed
Sherry Lin is a financial advisor with over 20 years of experience in the industry. Sherry is registered with Eagle Strategies LLC in Anaheim, CA. Sherry has a wide range of experience in the financial industry, including previous roles at WORLD GROUP SECURITIES, INC. and WMA SECURITIES, INC. Sherry also holds a number of professional licenses and designations, including Series 6, 7, 24, 26, 63 and 65. Sherry is committed to providing her clients with personalized financial advice and guidance.
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.
1
2
CA
05/20/2020 - Present
Eagle Strategies LLC (Anaheim CA)
GA
04/12/2002 - 03/24/2003
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
07/13/2001 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 5/11/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/3/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/14/2010
Series 24 - General Securities Principal Examination
BC
Issued 7/27/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/2/2009
Series 7 - General Securities Representative Examination
BC
Issued 7/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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