Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheryl? Claim Your ProfileSheryl Elizabeth Urso is a financial advisor with Avantax Investment Services, Inc. Sheryl is registered with FINRA and is licensed to sell securities in Connecticut. Sheryl has been in the securities industry since 1986. Sheryl has passed the Series 6, Series 26 and SIE exams. Sheryl has experience with Avantax Investment Services, Inc. and 1ST GLOBAL CAPITAL CORP. Sheryl has been with Avantax Investment Services, Inc. since October 25, 2019. Sheryl was with 1ST GLOBAL CAPITAL CORP. from May 5, 1998 to October 25, 2019.
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
CT
10/25/2019 - Present
Avantax Investment Services, Inc. (ROCKY HILL CT)
CT
05/05/1998 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (ROCKY HILL CT)
PA
11/16/1984 - 06/13/1996
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 05/03/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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