Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Ann Sherman is a registered investment advisor representative with Cetera Investment Advisers LLC. Theresa Ann Sherman is active in both Broker-Dealer and Investment Adviser capacities. Theresa Ann Sherman has worked in the financial industry since August 9, 2010. Theresa Ann Sherman is located in SOUTHFIELD, MI, and also has a branch office in Harsens Island, MI. Theresa Ann Sherman has a total of 10 years of experience in the securities industry and 2 years of experience in the investment advisory industry.
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.
A percentage of the total value of assets under management is charged.
1
2
MI
02/02/2024 - Present
Cetera Investment Advisers LLC (SOUTHFIELD MI)
MI
10/25/2016 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Southfield MI)
MI
07/01/2014 - 09/21/2016
VOYA FINANCIAL ADVISORS, INC. (TROY MI)
MI
10/01/2012 - 06/20/2014
THE O.N. EQUITY SALES COMPANY (STERLING HEIGHTS MI)
MI
07/10/2009 - 10/12/2011
NEW ENGLAND SECURITIES (STERLING HEIGHTS MI)
BOTH
Issued 10/8/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/8/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Theresa Sherman is the right advisor for you? Invested Better is here to help.
