Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherry? Claim Your ProfileSherry McFarland is a financial advisor with Ameriprise Financial Services, LLC. Sherry has been in the industry since 2005. Sherry has passed the Series 7, Series 31 and Series 66 exams. She is registered to provide investment advice in the state of Georgia. Sherry's previous experience includes positions with Kestra Investment Services, LLC, Raymond James Financial Services, Inc., RBC Capital Markets, LLC and Ameriprise Financial Services, Inc. Ameriprise Financial Services, LLC is headquartered in Minneapolis, Minnesota. They manage between $1 billion and $10 billion in assets and have approximately 140,938 clients. Ameriprise Financial Services, LLC's advisory services include financial planning, portfolio management for individuals, pension consulting, educational seminars and asset allocation services.
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.
Asset allocation services
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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GA
05/16/2024 - Present
Ameriprise Financial Services, LLC (ATLANTA GA)
GA
03/28/2023 - 05/02/2024
KESTRA INVESTMENT SERVICES, LLC (Atlanta GA)
GA
10/16/2015 - 03/31/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Atlanta GA)
GA
04/08/2015 - 10/12/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (CUMMING GA)
GA
06/24/2013 - 04/28/2015
RBC CAPITAL MARKETS, LLC (ATLANTA GA)
GA
10/05/2009 - 07/02/2013
AMERIPRISE FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
03/20/2006 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (ATLANTA GA)
MO
01/04/2005 - 03/23/2006
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 03/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 01/03/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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