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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheryl? Claim Your ProfileSheryl Austin is a financial advisor currently registered with Beacon Pointe Advisors, LLC. Sheryl is based in Greensboro, NC. Sheryl Austin has over 20 years of experience in the financial services industry. Prior to joining Beacon Pointe Advisors, LLC, Sheryl was a financial advisor with PROEQUITIES, INC. Sheryl has passed the Series 6, 7, and 66 exams as well as the Securities Industry Essentials exam. Sheryl is also a Certified Financial Planner and a Chartered Financial Consultant. Sheryl is licensed to provide investment advisory services in 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.
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.
Strategic management for diversified investment portfolios.
Consulting services
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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NC
05/03/2021 - Present
Beacon Pointe Advisors, LLC (Greensboro NC)
NC
01/20/2000 - 06/28/2019
PROEQUITIES, INC. (GREENSBORO NC)
IN
07/02/1999 - 01/28/2000
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
BOTH
Issued 11/20/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/28/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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