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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherwin? Claim Your ProfileSherwin Shenfeld is a financial advisor with World Equity Group, Inc. located in Schaumburg, IL. Sherwin has over 30 years of experience in the financial services industry. Sherwin is a registered representative and investment advisor representative in Illinois, California, North Carolina, and Wisconsin. Sherwin offers financial planning, portfolio management, and educational seminars. Sherwin is also a Certified Public Accountant. Sherwin is a personal financial specialist, providing financial advice and guidance to individual clients.
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.
1
2
IL
09/13/2010 - Present
World Equity Group, Inc. (SCHAUMBURG IL)
IL
06/08/1987 - 08/06/2010
KRK LIMITED (PALATINE IL)
NA
01/09/1986 - 03/25/1987
WYCOMBE SECURITIES CORPORATION
BC
Issued 01/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
BC
Issued 01/08/1986
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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