Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherry? Claim Your ProfileSherry Walker Germain is a financial advisor with Davenport & Co. LLC, a company with over 200 licensed agents and 300 investment advisor representatives. Sherry is registered to provide investment advice in 37 states and the District of Columbia, and has been in the financial industry since October 1988. Sherry has a broad range of experience and expertise in financial planning, portfolio management, and pension consulting, and has provided advice to a variety of clients, including individuals, families, businesses, and non-profit organizations. Sherry is committed to providing personalized financial advice and helping clients achieve 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.
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.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
12b-1 fees and/or shareholder servicing fees
1
2
VA
01/22/1997 - Present
Davenport & Co. LLC (Kilmarnock VA)
FL
08/22/1994 - 01/12/1995
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
FL
03/13/1989 - 08/29/1994
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
CT
10/19/1988 - 03/20/1989
ADVEST, INC. (HARTFORD CT)
IA
Issued 02/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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