Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheryl? Claim Your ProfileSheryl Counce is an investment advisor representative at Cambridge Investment Research Advisors, Inc.. She has over 20 years of experience in the financial services industry. Sheryl has been registered with the Securities and Exchange Commission (SEC) since 1998. She is licensed to provide financial advice in Iowa and Louisiana. Sheryl Counce is dedicated to helping her clients achieve their financial goals. Sheryl has a broad range of experience and provides a wide variety of services to her clients, including financial planning, portfolio management, and retirement planning.
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.
Solicitation fees from 3rd party money managers
1
2
LA
08/02/2022 - Present
Cambridge Investment Research Advisors, Inc. (River Ridge LA)
LA
09/09/2014 - 02/07/2022
AMERIPRISE FINANCIAL SERVICES, LLC (NEW ORLEANS LA)
LA
07/22/2013 - 09/10/2014
RAYMOND JAMES & ASSOCIATES, INC. (NEW ORLEANS LA)
LA
08/14/2009 - 08/04/2011
TRANSAMERICA FINANCIAL ADVISORS, INC (NEW ORLEANS LA)
LA
09/30/2004 - 08/18/2009
LPL FINANCIAL CORPORATION (NEW ORLEANS LA)
TN
07/16/1999 - 10/05/2004
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NJ
07/02/1998 - 07/28/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 12/07/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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