Unclaimed
Sheryl Anne Urtusuastegui is a registered representative with Mischler Financial Group, Inc. Sheryl has been in the securities industry since 1996 and holds Series 7, Series 63 and SIE licenses. Sheryl is registered in California and is currently active in the securities industry. Previously, Sheryl worked at Great Pacific Fixed Income Securities, Inc.
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.
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.
1
2
CA
11/10/2000 - Present
Mischler Financial Group, Inc. (CORONA DEL MAR CA)
CA
07/16/1996 - 10/18/2000
GREAT PACIFIC FIXED INCOME SECURITIES, INC. (COSTA MESA CA)
BC
Issued 07/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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