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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 Kim Devoss is a financial advisor with Ameriprise Financial Services, LLC, a firm that manages assets ranging from $1 billion to $10 billion. Sheryl has been a financial advisor for over 40 years and has extensive experience in the industry. Sheryl has a strong track record of providing sound financial advice and guidance to individuals, families, and businesses. She specializes in portfolio management, financial planning, and retirement planning. Sheryl is dedicated to helping her clients achieve their financial goals.
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.
Asset allocation services
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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AZ
12/13/2024 - Present
Ameriprise Financial Services, LLC (Phoenix AZ)
AZ
11/01/2013 - 09/16/2021
WELLS FARGO CLEARING SERVICES, LLC (MESA AZ)
AZ
12/14/2009 - 11/04/2013
EDWARD JONES (PHOENIX AZ)
NY
04/24/2007 - 11/17/2008
MBSC SECURITIES CORPORATION (NEW YORK NY)
AZ
06/05/2006 - 10/09/2006
RYDEX DISTRIBUTORS, INC. (PHOENIX AZ)
IL
04/06/2000 - 05/23/2006
DWS SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
IL
05/19/1995 - 01/07/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
ME
09/01/1994 - 03/03/1995
440 FINANCIAL DISTRIBUTORS, INC. (PORTLAND ME)
NA
10/20/1992 - 08/30/1994
KEMPER FINANCIAL SERVICES, INC.
CT
01/27/1992 - 09/24/1992
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
NY
09/06/1991 - 01/07/1992
CITICORP SELECT INVESTMENTS, INC. (LONG ISLAND CITY NY)
NA
11/27/1990 - 08/02/1991
AMERICAN CAPITAL MARKETING, INC.
WI
05/26/1989 - 12/20/1990
INVEST FINANCIAL CORPORATION (APPLETON WI)
CA
09/30/1988 - 05/16/1989
MURPHEY FAVRE, INC. (IRVINE CA)
WI
03/02/1984 - 10/03/1988
ISFA CORPORATION (APPLETON WI)
NA
10/01/1981 - 08/20/1986
ALSTEAD, DEMPSEY & COMPANY, INCORPORATED
NA
10/05/1983 - 12/30/1983
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
03/30/1983 - 09/16/1983
DAIN, BOSWORTH INCORPORATED
NA
06/18/1982 - 01/10/1983
CRAIG-HALLUM, INC.
IA
Issued 06/01/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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