Sherri N. White
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.
Sherri Nix White, who also goes by Sherri L. Nix, Sherri L. White, was a registered financial professional .
Sherri is a previously registered financial professional and started their career in finance in 2001. Sherri had worked at 2 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 7, 2010 - March 6, 2019
PLANFIRST INC
May 9, 2001 - September 7, 2010
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
January 24, 2001 - September 7, 2010
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
State Registrations and Notice Filings
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Exams
Current Firm
PLANFIRST INC
CRD#: 108941 / SEC#: 801-55657
Contact information
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.
