Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheryl? Claim Your ProfileSheryl Ford is a financial advisor with over 20 years of experience in the industry. Sheryl is currently registered with Western International Securities, Inc., Next Financial Group, Inc. and SCF Securities, Inc. Sheryl has held previous positions at CETERA ADVISORS LLC, FIRST ALLIED SECURITIES, INC., LPL FINANCIAL LLC, MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC. and TD AMERITRADE, INC. Sheryl offers a variety of financial services to individuals, businesses, and institutions, including financial planning, portfolio management, and pension consulting. Sheryl is committed to providing her clients with personalized service and helping them achieve their financial goals.
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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2
CA
10/17/2023 - Present
Western International Securities, Inc. (PASADENA CA)
CA
11/20/2019 - 04/22/2020
CETERA ADVISORS LLC (SAN DIEGO CA)
CA
05/08/2018 - 04/22/2020
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
10/16/2008 - 04/30/2018
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
04/02/2007 - 10/06/2008
MORGAN STANLEY & CO. INCORPORATED (CARLSBAD CA)
CA
01/25/2007 - 04/02/2007
MORGAN STANLEY DW INC. (CARLSBAD CA)
CA
08/12/1999 - 07/12/2006
TD AMERITRADE, INC. (SAN DIEGO CA)
BC
Issued 09/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/05/2000
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 08/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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