Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheryl? Claim Your ProfileSheryl Annette Morace-mikel is a financial professional with over 30 years of experience in the industry. Sheryl currently works at Cadaret, Grant & CO., Inc. based in Grants Pass, OR. Previous to this, Sheryl was employed at Ameritas Investment Corp. and Raymond James Financial Services, Inc. Sheryl is registered in 8 states and has a variety of industry certifications including the Series 63, Series 24, and Series 7. Sheryl has a proven track record of success and is committed to providing her clients with the highest level of service.
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
OR
03/05/2004 - Present
Cadaret, Grant & CO., Inc. (GRANTS PASS OR)
NE
06/27/2002 - 03/05/2004
AMERITAS INVESTMENT CORP. (LINCOLN NE)
FL
12/05/1997 - 05/31/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
UT
02/11/1996 - 02/20/1997
PACIFIC HARBOR SECURITIES, INC. (HIGHLAND UT)
FL
06/07/1991 - 12/13/1995
INTERSECURITIES, INC. (ST. PETERSBURG FL)
CA
01/03/1991 - 05/06/1991
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
FL
11/19/1990 - 01/08/1991
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
BC
Issued 11/15/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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