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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 Berkowitz is an investment advisor representative with Mutual Advisors, LLC. Sheryl has been in the financial industry for over 20 years. Sheryl is registered with the state of California and holds the Series 6, Series 63, Series 65, SIE and Series 99TO licenses. Previously, Sheryl was affiliated with PlanMember Securities Corporation, Sorrento Pacific Financial, LLC, and Mercer Global Advisors Inc. Sheryl's specialties include financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Sheryl also provides hourly consulting services. Mutual Advisors, LLC is a registered investment advisor with approximately $6.95 billion in assets under management. The firm provides financial planning, portfolio management, and selection of other advisors to individuals, businesses, and pension plans.
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.
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.
Hourly consulting
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
01/27/2020 - Present
Mutual Advisors, LLC (Carpinteria CA)
CA
01/27/2012 - 10/13/2017
SORRENTO PACIFIC FINANCIAL, LLC (SANTA BARBARA CA)
CA
07/09/2002 - 01/03/2012
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
BC
Issued 08/31/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/18/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/13/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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