Unclaimed
Sherry Campbell is a financial advisor with over 25 years of experience in the industry. Sherry is registered with The Strategic Financial Alliance, Inc. and Strategic Blueprint, LLC. Sherry provides a range of services including financial planning, portfolio management, and educational seminars to individuals and businesses. Sherry is committed to providing personalized and comprehensive financial advice to help 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.
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.
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.
1
2
NC
05/13/2016 - Present
THE Strategic Financial Alliance, Inc. (GREENSBORO NC)
NC
01/02/2014 - 05/10/2016
FIRST ALLIED SECURITIES, INC. (GREENSBORO NC)
NC
01/01/2004 - 01/07/2014
CETERA ADVISORS LLC (GREENSBORO NC)
GA
03/19/1997 - 01/02/2004
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
IA
Issued 06/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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