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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 Duran is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., where she has been employed since June 2015. Prior to this, Sheryl worked with WELLS FARGO ADVISORS, LLC from August 2010 to June 2015 and WELLS FARGO INVESTMENTS, LLC from May 2007 to August 2010. Sheryl holds various licenses including Series 66, Series 7, Series 9, Series 10, and Series 31. Sheryl also owns a marketing and event coordination business and manages the bookkeeping for a cleaning business, indicating a broad range of experiences beyond the financial industry.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NM
06/19/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LAS CRUCES NM)
NM
08/12/2010 - 06/22/2015
WELLS FARGO ADVISORS, LLC (LAS CRUCES NM)
NM
05/02/2007 - 08/19/2010
WELLS FARGO INVESTMENTS, LLC (LAS CRUCES NM)
BOTH
Issued 07/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/24/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/29/2024
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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