Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheryl? Claim Your ProfileSheryl Campbell is a financial advisor with Raymond James & Associates, Inc. Sheryl has been in the industry since 1994 and has experience with a wide range of financial products and services. Sheryl has also worked with MORGAN KEEGAN & COMPANY, INC. and AMSOUTH INVESTMENT SERVICES, INC.. The advisor is registered to provide investment advice in the state of Alabama, and other states. Sheryl has a number of professional designations and qualifications. The advisor's primary focus is on providing financial planning and portfolio management services to individuals and businesses.
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.
Please see note in schedule d - miscellaneous
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
AL
02/13/2013 - Present
Raymond James & Associates, Inc. (MONTGOMERY AL)
AL
07/20/1994 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (MONTGOMERY AL)
AL
11/19/1993 - 04/29/1994
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
BOTH
Issued 02/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/01/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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