Sheri J. Messer
Professional summary
Sheri Janelle Messer, who also goes by Sheri J Messer, is a registered financial advisor currently at FEFA FINANCIAL located in North Palm Beach, Florida.
Sheri is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Sheri has worked at 4 firms and has passed the Series 65, Series 63, Series 34, Series 3, Series 6 and Series 30 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Sheri Janelle Messer's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 31, 2023 - Present
FEFA FINANCIAL
Office #1: 2002 Cove Lane, North Palm Beach, FL 33408May 1, 2020 - February 19, 2024
AE WEALTH MANAGEMENT, LLC
February 7, 1999 - December 31, 2000
HORNOR, TOWNSEND & KENT, LLC
August 13, 1998 - December 14, 1998
HORNOR, TOWNSEND & KENT, LLC
February 20, 1987 - July 25, 1996
PRUCO SECURITIES, LLC.
Primary Firm SEC Registration
FEFA FINANCIAL
CRD#: 324833 / SEC#: 801-127960
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/12/2023)
(5/10/2024)
(5/31/2023)
Exams
Current Firm
FEFA FINANCIAL
CRD#: 324833 / SEC#: 801-127960
Contact information
SEC notice filing (45 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,203 |
| AUM (Assets Under Management) | $ 294,753,665 |
Red Flags
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