Unclaimed
Sherry Lynn Hernandez is a Registered Representative and Investment Advisor Representative at Raymond James Financial Services Advisors, Inc. Sherry has been in the financial services industry since April 4, 2012. She is licensed to sell securities in Florida, Georgia, Illinois, South Carolina, and Wisconsin. Sherry is also a registered investment advisor in Florida. Sherry has experience in financial planning, portfolio management, and retirement planning. Sherry is committed to providing her clients with personalized financial advice and investment solutions.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
01/25/2017 - Present
Raymond James Financial Services Advisors, Inc. (SARASOTA FL)
FL
04/04/2012 - 12/22/2016
RAYMOND JAMES & ASSOCIATES, INC. (SARASOTA FL)
IA
Issued 10/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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