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 Wilson is a financial advisor at Edward Jones. Sherry has been in the financial services industry for over 28 years. She holds several licenses and certifications including Series 7, 9, 10, 24, 53 and 63. Prior to joining Edward Jones, Sherry worked at FBD Investment Services, Inc. and Prudential Securities Incorporated.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
01/02/2001 - Present
Edward Jones (ST. LOUIS MO)
KS
09/05/1996 - 12/07/2000
FBD INVESTMENT SERVICES, INC. (LEAWOOD KS)
NY
06/15/1994 - 08/13/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 08/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/27/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/08/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/06/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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