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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheryl? Claim Your ProfileSheryl Ann marie Denniston is a registered representative with Morgan Stanley. Sheryl has been in the securities industry since 1991 and has held various positions at different firms over the years, including Bear, Stearns & Co. Inc., Smith Barney Inc., Lehman Brothers Inc., and Wertheim Schroder & Co. Incorporated. Sheryl currently holds Series 7, 9, 10, 24, 63 and 65 licenses. Sheryl Ann marie Denniston is a Registered Investment Advisor with Morgan Stanley and is registered with the states of New Jersey, New York, and Texas. Sheryl specializes in asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses, individuals, and investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
11/24/2010 - Present
Morgan Stanley (New York NY)
NY
06/02/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
12/12/1994 - 06/05/2008
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
10/17/1994 - 12/08/1994
WERTHEIM SCHRODER & CO. INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 10/06/1994
SMITH BARNEY INC. (NEW YORK NY)
NY
05/12/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
07/29/1991 - 05/10/1993
BEAR, STEARNS & CO. INC. (NEW YORK NY)
IA
Issued 08/07/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/16/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/16/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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