Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherwin? Claim Your ProfileSherwin Wray is a financial advisor with over 10 years of experience in the industry. He currently works for Cetera Investment Advisers LLC as an investment advisor representative, but has also held positions with firms like Geneo Wealth Management, Inc., WFG Investments, Inc., Invest Financial Corporation, PNC Investments, Essex National Securities, Inc., IFMG Securities, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Sherwin Wray is licensed in Oregon and Washington and holds Series 63, 65, 7, and SIE licenses. He is also an owner in The Wray Home Team, a real estate sales company.
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.
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.
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WA
09/18/2018 - Present
Cetera Investment Advisers LLC (OLYMPIA WA)
MI
09/05/2017 - 02/20/2018
GENEOS WEALTH MANAGEMENT, INC. (Williamston MI)
MI
06/24/2015 - 08/31/2017
WFG INVESTMENTS, INC. (WILLIAMSTON MI)
MI
08/26/2013 - 05/18/2015
INVEST FINANCIAL CORPORATION (WILLIAMSTON MI)
MI
04/04/2012 - 03/25/2013
PNC INVESTMENTS (ANN ARBOR MI)
MI
03/10/2008 - 05/04/2010
ESSEX NATIONAL SECURITIES, INC. (JACKSON MI)
MI
05/04/2006 - 03/10/2008
IFMG SECURITIES, INC. (JACKSON MI)
MN
10/10/2002 - 08/20/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/10/2002 - 08/20/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 1/26/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/9/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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