ADVISOR BIO

Sherry Senesy is a financial advisor with Eagle Strategies LLC. She has been in the financial services industry since 2011. Sherry is a Certified Financial Planner and holds Series 6, 7TO and 63 licenses. She is registered to provide investment advice in California, Michigan, Texas, and Washington. Sherry has experience working with individuals, businesses, charitable organizations, and high-net-worth clients.

SPECIALIZATIONS

ADVISOR BIO

Sherry Dewane is a financial advisor currently affiliated with Morgan Stanley. Sherry has been working in the financial services industry since July 19, 2010. Previously, Sherry was affiliated with UBS Financial Services Inc. and Wells Fargo Advisors, LLC. Sherry has Series 7, Series 63, and Series 66 securities licenses as well as a Certified Financial Planner designation. Sherry holds active registrations for both securities and investment advisory activities. Sherry has a broad range of experience in providing financial services, including portfolio management for individuals and businesses, financial planning, pension consulting, asset allocation advice and selection of other advisors.

SPECIALIZATIONS

ADVISOR BIO

Sherry Martin is a financial professional with over 38 years of experience in the industry. Sherry has been registered with Planmember Securities Corp. since 2003 and has worked for several firms over her career, including Legend Equities Corporation and Aragon Financial Services, Inc.. Sherry holds a Series 6 license and the Securities Industry Essentials Examination. Sherry is licensed in the state of California to provide investment advisory services. Sherry is currently an active investment advisor representative with Planmember Securities Corp. and is active in the securities industry.

SPECIALIZATIONS

ADVISOR BIO

Shervin Saedinia is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Shervin has been in the industry since 2011 and is registered in California and Texas. Shervin offers a variety of advisory services, including portfolio management for individuals and businesses, pension consulting, and educational seminars. Shervin is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Sherwin Henry Coleman is a financial advisor with over 33 years of experience in the industry. Sherwin is registered with Cetera Investment Advisers LLC and is licensed in 13 states, including California, Texas, and Arizona. Sherwin has a strong track record of providing financial planning and investment advice to a wide range of clients, including individuals, businesses, and pension plans. Sherwin has also previously held positions at VOYA FINANCIAL ADVISORS, INC., ING FINANCIAL PARTNERS, INC., and SECURITIES AMERICA, INC.

SPECIALIZATIONS

ADVISOR BIO

Sherwin Gee Lau is an Investment Advisor Representative at Morgan Stanley, a well-established financial services company. Lau has been in the financial industry since April 4, 2009. Lau is licensed in multiple states, including California, Texas, and others. Lau specializes in a variety of financial services, including portfolio management, financial planning, and investment advisory services. Lau previously worked for UBS Financial Services Inc. Lau's experience and expertise provide comprehensive financial guidance and solutions to clients.

SPECIALIZATIONS

ADVISOR BIO

Sheryl Ford is a financial advisor with over 20 years of experience in the industry. Sheryl is currently registered with Western International Securities, Inc., Next Financial Group, Inc. and SCF Securities, Inc. Sheryl has held previous positions at CETERA ADVISORS LLC, FIRST ALLIED SECURITIES, INC., LPL FINANCIAL LLC, MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC. and TD AMERITRADE, INC. Sheryl offers a variety of financial services to individuals, businesses, and institutions, including financial planning, portfolio management, and pension consulting. Sheryl is committed to providing her clients with personalized service and helping them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Sheryl Berkowitz is an investment advisor representative with Mutual Advisors, LLC. Sheryl has been in the financial industry for over 20 years. Sheryl is registered with the state of California and holds the Series 6, Series 63, Series 65, SIE and Series 99TO licenses. Previously, Sheryl was affiliated with PlanMember Securities Corporation, Sorrento Pacific Financial, LLC, and Mercer Global Advisors Inc. Sheryl's specialties include financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Sheryl also provides hourly consulting services. Mutual Advisors, LLC is a registered investment advisor with approximately $6.95 billion in assets under management. The firm provides financial planning, portfolio management, and selection of other advisors to individuals, businesses, and pension plans.

SPECIALIZATIONS

ADVISOR BIO

Sheryl Raetz is a financial advisor at LPL Financial LLC in Stevenson Ranch, California. Sheryl has been in the financial services industry since 1997. Sheryl has a wide range of experience, including working at Lincoln Financial Securities Corporation and Pilot Financial, and is licensed to provide financial advice in 53 states. Sheryl is committed to providing personalized financial advice and helping clients reach their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Sheryl Renee O'Donnell is a financial advisor with Morgan Stanley. Sheryl has over 25 years of experience in the financial industry. Sheryl is registered with the state of California and Texas. Sheryl offers a range of financial services, including financial planning, portfolio management, and asset allocation advice.

SPECIALIZATIONS