Sheri Hendricks (CRD# 6648693) is an Investment Advisor Representative working at Eagle Strategies LLC in Johnston, RI and has over 7 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Mml Investors Services, LLC | East Providence, RI | May 2024 - Current | < 1 |
Massmutual Life Insurance Company | East Providence, RI | Mar 2024 - Current | < 1 |
West Of Center Financial, LLC | Providence, RI | Aug 2022 - May 2024 | 1 |
Eagle Strategies LLC | Johnston, RI | Aug 2021 - May 2024 | 2 |
Nylife Securities LLC | Johnston, RI | Jul 2021 - May 2024 | 2 |
New York Life Insurance Company | Johnston, RI | Jun 2021 - May 2024 | 2 |
Bank New Port | East Greenwich, RI | Jan 2020 - Jun 2021 | 1 |
Lpl Financial LLC | East Greenwich, RI | Jan 2020 - Jun 2021 | 1 |
Pruco Securities, LLC | Warwick, RI | Nov 2019 - Dec 2019 | < 1 |
The Prudential Insurance Company Of America | Warwick, RI | Nov 2019 - Dec 2019 | < 1 |
Edward Jones | Rehoboth, MA | Jul 2019 - Oct 2019 | < 1 |
Prudential Insurance Company Of America | Warwick, RI | Aug 2016 - Jul 2019 | 2 |
Pruco Securities LLC | Warwick, RI | May 2016 - Jul 2019 | 3 |
Home Depot | Providence, RI | Nov 2015 - Oct 2016 | < 1 |
Massachusetts Mutual Company | Warwick, RI | Nov 2015 - Apr 2016 | < 1 |
Ratcliffe Harten Burke & Galamaga LLC | Providence, RI | Dec 2014 - Sep 2015 | < 1 |
Motley Rice LLP | Providence, RI | Apr 2013 - Nov 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2016 |
S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- MA
- RI
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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