Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheryl? Claim Your ProfileSheryl Barron is an investment advisor representative with over 16 years of experience in the financial services industry. Sheryl Barron is currently registered with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc. and is licensed to offer investment advice in Texas. Sheryl Barron has previously worked for Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc. Sheryl Barron holds Series 7, 9, 10, 24, 66, and 99TO licenses.
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.
Please see note in schedule d - miscellaneous
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
FL
06/29/2021 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
TX
03/29/2017 - 10/08/2020
RAYMOND JAMES & ASSOCIATES, INC. (HOUSTON TX)
TX
01/01/2008 - 03/29/2017
WELLS FARGO CLEARING SERVICES, LLC (HOUSTON TX)
TX
02/01/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (AMARILLO TX)
BOTH
Issued 02/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2021
Series 24 - General Securities Principal Examination
BC
Issued 03/16/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/10/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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