Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherry? Claim Your ProfileSherry Schaffert is a financial advisor with SPC, a firm with a large presence in Michigan. Sherry has been in the industry since 2012 and has a broad range of experience with various financial products and services. Sherry holds Series 6, 7, 63, and 65 licenses, allowing Sherry to offer a variety of financial services to clients. Sherry has a strong track record of providing comprehensive financial planning advice to a variety of individuals and families. Sherry is dedicated to helping clients achieve their financial goals and is committed to providing personalized service.
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.
Consultation 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.
Seminar attendance fees
1
2
MI
01/01/2025 - Present
SPC (Troy MI)
MI
09/11/2023 - 02/13/2024
VOYA FINANCIAL ADVISORS, INC. (BLOOMFIELD HILLS MI)
MI
06/22/2022 - 12/16/2022
PRUCO SECURITIES, LLC. (TROY MI)
MI
10/06/2020 - 06/01/2022
FIDELITY BROKERAGE SERVICES LLC (GRAND BLANC MI)
MI
01/11/2018 - 07/09/2020
SIGMA FINANCIAL CORPORATION (BLOOMFIELD HILLS MI)
MI
10/25/2010 - 09/29/2017
SIGMA FINANCIAL CORPORATION (BLOOMFIELD HILLS MI)
IA
Issued 04/13/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Sherry Schaffert is the right advisor for you? Invested Better is here to help.
