Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheryl? Claim Your ProfileSheryl Hines is a registered investment advisor with Truist Advisory Services, Inc. Sheryl Hines has been in the financial services industry since January 5, 1992 and has extensive experience. Sheryl Hines holds a Series 6, 7, 24, 63, and 66 license as well as the SIE exam. Sheryl Hines provides financial planning, portfolio management for individuals and businesses, and portfolio management for investment companies. Sheryl Hines also offers wrap fee products and financial profiling services using desktop software. Sheryl Hines previously worked at BB&T Securities, LLC and Fidelity Brokerage Services, Inc.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
A percentage of the total value of assets under management is charged.
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2
GA
07/15/2016 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
VA
05/19/2020 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
RI
11/20/1991 - 01/28/2000
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 06/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/1995
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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