Sheri Messer (CRD# 1624690) is an Investment Advisor Representative working at Vci Wealth Management LLC in North Palm Beach, FL and has over 37 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2650834
Convergence Investment Partners, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vci Wealth Management LLC | North Palm Beach, FL | May 2023 - Current | 1 |
| Fefa Advisors Llc (previously Ev Federal, Llc ) | St Louis, MO | Nov 2016 - Current | 7 |
| Ae Wealth Management, LLC | Topeka, KS | May 2020 - Feb 2024 | 3 |
| Fefa Asset Management, LLC | St Louis, MO | May 2020 - Feb 2024 | 3 |
| Service Corporation International | Jupiter, FL | Oct 2012 - Nov 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1987 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2019 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- TX
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Total Assets Under Management191MILLIONS
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Total Number of Accounts5,879ACCOUNTS
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Average Account Value$32,556
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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