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50,030 Results
Unclaimed

Davenport & Co. LLC

location

Kilmarnock, VA

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Sherry Walker Germain is a financial advisor with Davenport & Co. LLC, a company with over 200 licensed agents and 300 investment advisor representatives. Sherry is registered to provide investment advice in 37 states and the District of Columbia, and has been in the financial industry since October 1988. Sherry has a broad range of experience and expertise in financial planning, portfolio management, and pension consulting, and has provided advice to a variety of clients, including individuals, families, businesses, and non-profit organizations. Sherry is committed to providing personalized financial advice and helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

San Antonio, TX

0 Disclosures

ADVISOR BIO

Sherry Thiltgen is a financial advisor who has been in the industry for over 20 years. Sherry currently works at Captrust, a firm that provides financial advice to a variety of clients, including individuals, families, businesses, and institutions. Sherry is a licensed Investment Advisor Representative and holds the Series 63, Series 65, Series 7, Series 9, Series 10, and Series 24 licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

RBC Capital Markets, LLC

location

DALLAS, TX

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Sherry Montesino is a registered representative with RBC Capital Markets, LLC and has been in the industry since October 12, 1999. She has a strong track record in the industry, having passed the Series 63, Series 7, and SIE exams. Sherry Montesino is licensed in 46 states and specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to a variety of clients.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Davenport & Co. LLC

location

ROANOKE, VA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Sherry Childress is a financial advisor with Davenport & Co. LLC. Sherry has been in the financial services industry since 2005. Sherry holds the Series 63, Series 7 and SIE licenses. Sherry's areas of expertise include Fixed Income, Equities, Mutual Funds, Retirement Planning, and College Savings Plans. Sherry is dedicated to providing her clients with personalized financial advice to help them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

P/e Capital Investments

location

Torrance, CA

0 Disclosures

ADVISOR BIO

Sherryl U Koga is an investment advisor representative with P/e Capital Investments, with experience in the industry since 2014. Sherryl has a Series 65 license and is registered in both California and Illinois. Sherryl specializes in financial planning, portfolio management for individuals and pooled investment vehicles, and providing educational seminars.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

PLYMOUTH, MA

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Sheryl Cox is a financial advisor with over 35 years of experience in the industry. Sheryl is currently registered with Stifel, Nicolaus & Company, Inc., and has been with the firm since 2013. Previously, Sheryl worked at WELLS FARGO ADVISORS, LLC and A. G. EDWARDS & SONS, INC. Sheryl specializes in providing financial planning, portfolio management, and pension consulting services to a wide range of clients, including high-net-worth individuals, businesses, and corporations. Sheryl holds the Series 7 and Series 66 licenses, and the SIE exam.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

TPG Financial Advisors, LLC | CFC ® (Certifications)

location

PORTLAND, OR

0 Disclosures

ADVISOR BIO

Sheryl Olson is an investment advisor representative at TPG Financial Advisors, LLC. Sheryl has been in the industry since 1991 and is licensed to sell insurance under The Partners Group, Ltd. Sheryl has a strong background in financial planning and has worked with various clients including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Sheryl is also licensed in both Oregon and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

THE Colony Group, LLC | CFP ®,CFA ® (Certifications)

location

Babylon, NY

0 Disclosures

ADVISOR BIO

Sheryl Rothman is a financial advisor with The Colony Group, LLC, a firm with offices in Boston, MA and Babylon, NY. Sheryl is a Certified Financial Planner and Chartered Financial Analyst who works with individuals, families, businesses, and institutions to develop and implement comprehensive financial plans. Sheryl has over 15 years of experience in the financial services industry. Before joining The Colony Group, LLC, Sheryl worked at Blue Water Advisor in Babylon, NY and Navigare Partners, LLC in New York, NY.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX PREP. SRVCS, DISPUTE RESOLUTION SRVCS, FAMILY OFFICE SRVCS, BUS. MGMT. SRVCS, INS. SOLUTIONS, CREDIT & CASH MGMT SOLUTIONS..
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

RBC Capital Markets, LLC | CFP ® (Certifications)

location

LINCOLN, NE

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Sheryl Lynn Laduke is a financial advisor with RBC Capital Markets, LLC, registered with the Securities and Exchange Commission. Sheryl is a Certified Financial Planner (CFP®) and has been in the industry since 1990. Sheryl has a broad range of experience and specializes in providing financial planning, portfolio management, and pension consulting services. In addition to RBC Capital Markets, Sheryl has prior experience with DAIN RAUSCHER INCORPORATED and FIRST INVESTORS CORPORATION.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

TUPELO, MS

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Sheryl Hooper Sykes is a financial advisor with over 15 years of experience in the financial services industry. Currently, Sheryl is a Registered Representative for Stifel, Nicolaus & Company, Inc. where she has been employed since 2015. Prior to that, Sheryl was a Registered Representative for Sterne, Agee & Leach, Inc. and a Registered Representative for Stanford Group Company. Sheryl offers a variety of financial services including financial planning, portfolio management, pension consulting, and educational seminars. Sheryl is registered to conduct business in 25 states.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles

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