Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherry? Claim Your ProfileSherry Birnbaum is an investment advisor representative with Steward Partners Investment Advisory, LLC, a firm that provides financial planning and investment management services. Sherry has been in the industry since 1981 and holds a variety of licenses and certifications including Series 7, 3, 5, 31, 9, 10, 63, and 65. Sherry also holds the CFP® certification. Steward Partners Investment Advisory, LLC is a registered investment advisor with the SEC and is headquartered in New York, NY.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
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2
NJ
02/16/2018 - Present
Steward Partners Investment Advisory, LLC (PARAMUS NJ)
NJ
02/16/2018 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (PARAMUS NJ)
NJ
03/14/2002 - 02/20/2018
WELLS FARGO CLEARING SERVICES, LLC (PARAMUS NJ)
NY
01/13/2001 - 02/27/2002
DEUTSCHE BANC ALEX. BROWN INC. (NEW YORK NY)
MD
09/01/1997 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NA
03/30/1992 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
NY
03/11/1980 - 05/09/1990
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
01/29/1979 - 03/22/1980
LEHMAN BROTHERS KUHN LOEB INCORPORATED
IA
Issued 7/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/8/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/28/1983
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/1/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 1/19/1983
Series 3 - National Commodity Futures Examination
BC
Issued 10/16/1981
Series 5 - Interest Rate Options Examination
BC
Issued 1/20/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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