Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherryl? Claim Your ProfileSherryl U Koga is an investment advisor representative with P/e Capital Investments, with experience in the industry since 2014. Sherryl has a Series 65 license and is registered in both California and Illinois. Sherryl specializes in financial planning, portfolio management for individuals and pooled investment vehicles, and providing educational seminars.
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.
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.
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.
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CA
04/23/2021 - Present
P/e Capital Investments (Torrance CA)
IA
Issued 03/03/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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