Sherri L. Marini
Professional summary
Sherri Lea Marini, who also goes by Sherri Lea Gollner, Sherri Lea Gollnerbrest, is a registered financial advisor currently at LEGACY ADVISORY GROUP, INC. located in Hermitage, Pennsylvania.
Sherri is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Sherri has worked at 3 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Sherri Lea Marini's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 27, 2007 - Present
LEGACY ADVISORY GROUP, INC.
Office #1: 3087 Innovation Way, Hermitage, PA 16148April 19, 2006 - April 22, 2009
FORTUNE FINANCIAL SERVICES, INC.
January 26, 1999 - September 2, 1999
WMA SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/27/2007)
(2/27/2007)
Exams
Current Firm
LEGACY ADVISORY GROUP, INC.
CRD#: 131895 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 377,064 |
Red Flags
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Company Information
LEGACY ADVISORY GROUP, INC.
CRD#: 131895Hermitage, PA 16148TRUST BUT VERIFY
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