Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheryl? Claim Your ProfileSheryl Oswald is a financial advisor currently registered with Janney Montgomery Scott LLC. Sheryl has been in the industry for over 7 years and is licensed to provide securities and investment advisory services in multiple states. She holds a Series 7, Series 66, and SIE license, and she is also a Certified Financial Planner. Sheryl has previous experience working at Morgan Stanley and PNC Bank. She offers a variety of financial services, including financial planning, portfolio management, and pension consulting. Sheryl is committed to helping her clients achieve their financial goals and is dedicated to providing personalized advice and guidance.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
01/06/2021 - Present
Janney Montgomery Scott LLC (LANCASTER PA)
PA
07/08/2016 - 03/09/2020
MORGAN STANLEY (LANCASTER PA)
BOTH
Issued 08/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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