Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherwyn? Claim Your ProfileSherwyn Labovitz is a financial advisor with Wells Fargo Clearing Services, LLC. Sherwyn is based in Birmingham, MI and has been in the industry since February 1970. Sherwyn has a long history of experience in the financial services industry. Sherwyn is registered with the state of Michigan as both a broker-dealer and an investment advisor.
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.
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.
Investment consulting services to institutional clients
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
MI
01/07/2010 - Present
Wells Fargo Clearing Services, LLC (BIRMINGHAM MI)
NY
09/16/1977 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
08/27/1976 - 09/16/1977
BACHE HALSEY STUART INC.
NA
02/27/1976 - 08/27/1976
BACHE & CO INCORPORATED
NA
02/13/1970 - 02/27/1976
BACHE & CO., INCORPORATED
IA
Issued 02/02/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1982
Series 5 - Interest Rate Options Examination
BC
Issued 06/13/1977
PC - AMEX Put and Call Exam
BC
Issued 02/09/1970
Series 1 - Registered Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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