Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheryl? Claim Your ProfileSheryl Klehr-ottinger is a financial advisor with over 30 years of experience in the financial industry. Sheryl is currently registered with Ameritas Advisory Services, LLC. Sheryl is a licensed Independent Insurance Agent. Sheryl also has experience with Ameritas Investment Corp, UCL Financial Group, and United Wealth Advisors Group LLC (UWAG). Sheryl is licensed to provide investment advice in Alabama, California, Minnesota, Mississippi, and Tennessee.
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.
Solicitor fees
1
2
TN
11/01/2021 - Present
Ameritas Advisory Services, LLC (MEMPHIS TN)
TN
01/07/2000 - 01/13/2006
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
OH
02/10/1999 - 01/12/2000
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
NJ
03/05/1992 - 02/25/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
03/05/1992 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NJ
10/30/1984 - 01/02/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 08/06/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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