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Sherry Mitchener Mosley

Ballew Advisors Inc.

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About Sherry Mitchener Mosley

Sherry Mosley is a registered investment advisor representative with Ballew Advisors Inc.. Sherry has been in the industry since March 2009 and is currently registered in Mississippi. Sherry is also registered with the state of Mississippi as an investment advisor representative.

Firm Information

Sherry Mosley is currently registered with Ballew Advisors Inc.. Ballew Advisors Inc. is an investment advisor based in JACKSON, MS, with 6 licensed agents. The firm has $1,043,103,728 in regulatory assets under management, of which $1,034,201,508 is discretionary. Ballew Advisors Inc. provides financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. The firm's clients include high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
Ballew Advisors Inc.

100 VISION DRIVE

JACKSON, MS 39211

$1.04B

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

See schedule d - miscellaneous

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Sherry Mosley’s Registration & Firm History

MS

08/10/2023 - Present

Ballew Advisors Inc. (JACKSON MS)

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Licenses & Designations

BOTH

Issued 02/17/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/30/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sherry Mitchener Mosley.
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