Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheryl? Claim Your ProfileSheryl Lavette Doctor is a financial advisor with over 18 years of experience in the financial services industry. Sheryl is currently registered with J.P. Morgan Securities LLC and has previously held positions with Wells Fargo Clearing Services, LLC, Wells Fargo Advisors, LLC, and Banc of America Investment Services, Inc. Sheryl has a strong track record of providing financial advice to a diverse clientele, including high-net-worth individuals, corporations, and pension plans. Sheryl's expertise encompasses a range of financial services, including financial planning, portfolio management, and investment advisory services.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
11/17/2022 - Present
J.p. Morgan Securities LLC (Orlando FL)
FL
10/08/2018 - 05/26/2021
WELLS FARGO CLEARING SERVICES, LLC (CLERMONT FL)
FL
04/29/2015 - 05/25/2018
J.P. MORGAN SECURITIES LLC (WINTER GARDEN FL)
FL
10/01/2013 - 04/20/2015
WELLS FARGO ADVISORS, LLC (MOUNT DORA FL)
FL
09/22/2011 - 04/24/2012
WELLS FARGO ADVISORS, LLC (ORLANDO FL)
FL
03/01/2002 - 12/08/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (ORLANDO FL)
BOTH
Issued 11/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/2/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/21/2011
Series 7 - General Securities Representative Examination
BC
Issued 2/28/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
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Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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