Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheryl? Claim Your ProfileSheryl Massey is a Registered Representative with Wells Fargo Clearing Services, LLC and has been in the industry since July 21, 1997. Sheryl is registered in 10 states including Florida, Georgia, Alabama, Mississippi, Nevada, Tennessee, New York, North Carolina and Arizona. Sheryl is also a Registered Investment Advisor in the state of Florida. She works with individuals, businesses, and institutions providing a range of financial services including investment consulting, financial planning and portfolio management. Prior to joining Wells Fargo, Sheryl worked at First Union Brokerage Services, Inc. in Charlotte, North Carolina.
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.
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.
Investment consulting services to institutional clients
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
FL
10/01/2000 - Present
Wells Fargo Clearing Services, LLC (JACKSONVILLE FL)
NC
07/22/1997 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 08/02/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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