Sherrell K. Berrett

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CRD#: 20133

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Sherrell Kimball Berrett was a registered financial professional .

Sherrell is a previously registered financial professional and started their career in finance in 1981. Sherrell had worked at 10 firms and has passed the Series 63, Series 6, Series 1, Series 26 and Series 00 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

April 21, 2006 - October 13, 2008

AMERICAN CLASSIC SECURITIES, INC.

CRD#: 25399

SALT LAKE CITY, UT

Past

May 1, 2000 - March 8, 2006

CONSUMER CONCEPTS INVESTMENTS, INC.

CRD#: 26167

SALT LAKE CITY, UT

Past

August 18, 1999 - February 17, 2000

WMA SECURITIES, INC.

CRD#: 32625

DULUTH, GA

Past

September 16, 1988 - May 9, 1989

ARAGON FINANCIAL SERVICES, INC.

CRD#: 16023

Past

September 30, 1987 - September 27, 1988

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

CRD#: 5774

Past

May 6, 1986 - September 30, 1987

IRONWOOD SECURITIES, INC.

CRD#: 13543

Past

July 9, 1985 - April 23, 1986

EQUITY-ONE CORPORATION

CRD#: 15126

Past

July 12, 1983 - December 6, 1983

HALL SECURITIES CORPORATION

CRD#: 13013

Past

November 29, 1982 - July 30, 1985

BOARDWALK CAPITAL CORPORATION

CRD#: 10279

Past

June 29, 1981 - December 28, 1982

STANDARD CAPITAL GROUP, INC.

CRD#: 10013

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam

Series 63

Date: 7/14/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 7/12/1999

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 1

Date: 7/10/1970

Registered Representative Examination

Principal/Supervisory Exam

Series 26

Date: 7/28/1999

Investment Company Products/Variable Contracts Principal Examination

Principal/Supervisory Exam

Series 00

Date: 11/14/1974

General Securities Principal Examination

Current Firm

AMERICAN CLASSIC SECURITIES, INC.

AMERICAN CLASSIC SECURITIES, INC. | JENKINS & YEROS, INC.

CRD#: 25399 / SEC#: , 8-41890

Terminated by SEC on 01/01/2011

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Contact information

Main Address

Mailing Address

Phone number

Established

Florida since 05/04/1998

Firm type

Corporation

Fiscal year end

December

# of Employees

Documents

Direct owners and executive officers

Name	Position	CRD#
AGENT INVESTORS HOLDING COMPANY	PARENT COMPANY
LEE, PETER RANKIN	PRESIDENT, CCO, DIRECTOR	502826
POLICASTRO, GERALD	DIRECTOR-CHAIRMAN, CEO
RUSSELL, JOYCE KELLEY	SECRETARY
SIELICKI, RICHARD FRANCIS	EXECUTIVE VP, CFO, DIRECTOR	1654985

Disclosures

Arbitration

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Sherrell K. Berrett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CONSUMER CONCEPTS INVESTMENTS, INC.

WMA SECURITIES, INC.

ARAGON FINANCIAL SERVICES, INC.

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

IRONWOOD SECURITIES, INC.

EQUITY-ONE CORPORATION

HALL SECURITIES CORPORATION

BOARDWALK CAPITAL CORPORATION

STANDARD CAPITAL GROUP, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 7/14/1999

Series 6

Date: 7/12/1999

Series 1

Date: 7/10/1970

Series 26

Date: 7/28/1999

Series 00

Date: 11/14/1974

Current Firm

AMERICAN CLASSIC SECURITIES, INC.

Contact information

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

AMERICAN CLASSIC SECURITIES, INC.

TRUST BUT VERIFY

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