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Sheryl Anne Urtusuastegui

Mischler Financial Group, Inc.

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About Sheryl Anne Urtusuastegui

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.

Firm Information

Sheryl Urtusuastegui is currently registered with Mischler Financial Group, Inc.. Mischler Financial Group, Inc. is a corporation formed in November 1994. It is registered with the SEC and in 48 states, providing financial services nationwide.

Not reported

Assets Under Management

Not reported

Total Clients

49

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Sheryl Urtusuastegui’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sheryl Anne Urtusuastegui.
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