Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheryl? Claim Your ProfileSheryl Cox is a financial advisor with over 35 years of experience in the industry. Sheryl is currently registered with Stifel, Nicolaus & Company, Inc., and has been with the firm since 2013. Previously, Sheryl worked at WELLS FARGO ADVISORS, LLC and A. G. EDWARDS & SONS, INC. Sheryl specializes in providing financial planning, portfolio management, and pension consulting services to a wide range of clients, including high-net-worth individuals, businesses, and corporations. Sheryl holds the Series 7 and Series 66 licenses, and the SIE exam.
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.
1
2
MA
09/30/2013 - Present
Stifel, Nicolaus & Company, Inc. (PLYMOUTH MA)
MA
01/01/2008 - 04/29/2013
WELLS FARGO ADVISORS, LLC (PLYMOUTH MA)
MA
01/25/1993 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PLYMOUTH MA)
NY
06/13/1986 - 02/03/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 07/31/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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