Sheryl K. Fishell
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.
Sheryl Kahealani Fishell, who also goes by Sheryl Kahealani Alejo, was a registered financial professional .
Sheryl is a previously registered financial professional and started their career in finance in 1994. Sheryl had worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 29, 2010 - April 18, 2018
BANKOH INVESTMENT SERVICES, INC.
June 11, 2010 - April 18, 2018
BANKOH INVESTMENT SERVICES, INC.
November 10, 2006 - June 7, 2010
BANCWEST INVESTMENT SERVICES, INC.
January 7, 2000 - June 7, 2010
BANCWEST INVESTMENT SERVICES, INC.
April 5, 1994 - June 11, 1999
FRANKLIN/TEMPLETON DISTRIBUTORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
BANKOH INVESTMENT SERVICES, INC.
CRD#: 29280 / SEC#: 801-105480, 8-44201
Contact information
Regulatory assets under management
| Total Number of Accounts | 1,252 |
| AUM (Assets Under Management) | $ 398,467,597 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
