Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheryl? Claim Your ProfileSheryl Manning is a financial professional with over 20 years of experience in the financial services industry. Sheryl has been registered with KEY Investment Services LLC since January 2006, where she provides a wide range of financial services to individuals, families, and businesses. Prior to joining KEY Investment Services LLC, Sheryl was a financial advisor at McDonald Investments Inc. and Bank of America Investment 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.
Helps you choose top advisors aligned with your financial goals.
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.
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OR
01/18/2006 - Present
KEY Investment Services LLC (Eugene OR)
OR
10/06/2003 - 01/18/2006
MCDONALD INVESTMENTS INC. (EUGENE OR)
MA
07/12/1999 - 01/30/2003
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
02/04/1998 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
BC
Issued 02/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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