ADVISOR BIO

Sherry Grant is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Sherry has been in the industry since 1993 and is registered in California and Texas. Sherry has experience working with a wide range of clients, including individuals, corporations, and charitable organizations. Sherry also provides financial planning services.

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ADVISOR BIO

Sherry Jo Taylor is an investment advisor representative at THE Ameriflex Group. Sherry has been in the financial industry for over 17 years, and has held positions at various firms including Sagepoint Financial, Inc., Cetera Advisor Networks LLC, and Girard Securities, Inc. Sherry is licensed to sell insurance products in California and Washington State, and specializes in providing financial planning, wealth management, and investment advisory services.

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ADVISOR BIO

Sherry Tejeda is a financial advisor with over 28 years of experience in the financial services industry. Sherry is currently registered with Wedbush Securities Inc., and has been with the firm since April 2008. Prior to that, Sherry was a registered representative at CITIGROUP GLOBAL MARKETS INC., B. RILEY AND CO. INC., DREYFUS BROKERAGE SERVICES, INC., NATIONAL PLANNING CORPORATION, ROYAL ALLIANCE ASSOCIATES, INC., WM FINANCIAL SERVICES, INC., and GREAT WESTERN FINANCIAL SECURITIES CORPORATION. Sherry holds a variety of licenses and designations, including Series 7, 6, 63, 9, 10, 14, 24, 52, 53, 57, 79 and 99. Sherry specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars.

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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.

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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.

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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.

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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.

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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.

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ADVISOR BIO

Sheryl Lynn Collins is a financial advisor currently registered with Morgan Stanley. Sheryl is a veteran of the financial services industry, having been in the industry since 1992. Sheryl has held prior registrations with CITIGROUP GLOBAL MARKETS INC. and LEHMAN BROTHERS INC. Sheryl has an active registration with the state of California and is also a resident registered investment advisor in the state of Texas. Sheryl's certifications include Series 63, Series 65, Series 7 and the SIE. Sheryl provides financial advice to individuals, businesses, investment companies, insurance companies, charitable organizations, and other investment advisors. Sheryl works with clients to create a financial plan, allocate assets, and manage their investments.

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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.

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