Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherry? Claim Your ProfileSherry Lynn Buhrle is a financial advisor at Oppenheimer & Co. Inc., a firm with over $1 billion to $10 billion in assets under management. Sherry has been working in the financial services industry since 1991. Sherry holds licenses in a variety of states, including Arizona, California, Colorado, and Texas. Sherry is also registered with FINRA. Sherry has experience providing financial planning services to individuals, businesses, and institutions. Sherry is also a registered investment advisor and offers portfolio management services to a variety of clients.
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.
Earned based on transactions or products sold.
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.
1
2
TX
05/24/2006 - Present
Oppenheimer & Co. Inc. (THE WOODLANDS TX)
NJ
08/14/2000 - 07/12/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
03/30/1999 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NY
07/02/1991 - 03/31/1999
CIBC OPPENHEIMER CORP. (NEW YORK NY)
BOTH
Issued 08/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1991
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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