Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherry? Claim Your ProfileSherry Mathis is a financial professional with over 10 years of experience in the financial services industry. Currently, Sherry is registered with Fidelity Brokerage Services LLC. Prior to that, Sherry worked at First Command Financial Planning, Inc.. Sherry has a strong understanding of the financial markets and is committed to providing her clients with personalized financial advice. Sherry is dedicated to helping clients reach their financial goals.
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.
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.
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2
NC
08/25/2014 - Present
Fidelity Brokerage Services LLC (DURHAM NC)
TX
02/24/2013 - 08/01/2014
FIRST COMMAND FINANCIAL PLANNING, INC. (PLANO TX)
IA
Issued 08/20/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/04/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/22/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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