Sheryl Raetz, financial advisor Stevenson Ranch CA

Sheryl Raetz

CRD Number: 2844856
Current Firm: Lincoln Financial Securities Corporation

Sheryl Raetz (CRD# 2844856) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Stevenson Ranch, CA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Pilot Financial/prd Ventures, LLC Stevenson Ranch, CA Jan 2021 - Current 3
Lincoln Financial Securities Corporation Stevenson Ranch, CA Jul 2008 - Current 15
Rd Financial Services Stevenson Ranch, CA Sep 2007 - Dec 2020 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1997
Contact Info for Sheryl L. Raetz
Phone Number: 800-237-3813
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    3,945
    MILLIONS
  • Total Number of Accounts
    18,171
    ACCOUNTS
  • Average Account Value
    $217,088
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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