Sheryl Curtis
Professional summary
Sheryl Curtis, who also goes by Sheryl J Curtis, Sheryl Jaffe Curtis, Sheryl Curtis, Sheryl Lynn Jaffe, is a registered financial professional currently at FBL MARKETING SERVICES, LLC located in Albuquerque, New Mexico.
Sheryl is registered as a RR (Registered Representative) and started their career in finance in 2010. Sheryl has worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Sheryl Curtis's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 29, 2026 - Present
FBL MARKETING SERVICES, LLC
Office #1: 3109 Carlisle Blvd Ne, Albuquerque, NM 87110September 12, 2023 - May 12, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
September 12, 2023 - May 12, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
January 4, 2022 - August 9, 2023
PNC WEALTH MANAGEMENT LLC
January 4, 2022 - August 9, 2023
PNC WEALTH MANAGEMENT LLC
September 23, 2019 - October 25, 2021
CETERA INVESTMENT ADVISERS LLC
September 20, 2019 - October 25, 2021
CETERA INVESTMENT SERVICES LLC
December 16, 2015 - September 20, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 6, 2015 - September 20, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 31, 2014 - August 5, 2015
TRUIST INVESTMENT SERVICES, INC.
July 31, 2014 - August 5, 2015
TRUIST INVESTMENT SERVICES, INC.
June 5, 2013 - June 6, 2014
ESSEX NATIONAL SECURITIES, LLC
June 5, 2013 - June 6, 2014
ESSEX NATIONAL SECURITIES, LLC
September 19, 2012 - May 24, 2013
SANTANDER SECURITIES LLC
September 19, 2012 - May 24, 2013
SANTANDER SECURITIES LLC
April 20, 2012 - September 19, 2012
LPL FINANCIAL LLC
April 20, 2012 - September 19, 2012
LPL FINANCIAL LLC
October 6, 2010 - April 12, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 9, 2010 - April 12, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/29/2026)
Exams
FINRA
Current Firm
FBL MARKETING SERVICES, LLC
CRD#: 5309 / SEC#: , 8-15855
Contact information
FINRA licenses (43 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FBL FINANCIAL GROUP, INC | OWNER | |
| ALDRIDGE, ANTHONY JAMES | CHIEF ACCOUNTING OFFICER | 5999478 |
| GLEASON, MATHEW EVERETTE | PRESIDENT | 6434929 |
| MAY, CLINT JAMES | VICE PRESIDENT ASSISTANT GENERAL COUNSEL | 4129595 |
| MCGONEGLE, JULIE MARIE | FINANCIAL SERVICES ADMINISTRATION VICE PRESIDENT | 2188891 |
| MORGAN, JENNIFER LEA | CHIEF COMPLIANCE OFFICER & ASST. SECRETARY | 2550729 |
| NELSON, JAMES ARTHUR | MANAGER LIFE ACCOUNTING AND FINOP | 4640561 |
| O'TOOL, MICHAEL DEAN | DIRECTOR COMPLIANCE | 2570040 |
| SEIBEL, DONALD JOSEPH | TREASURER | 6140054 |
| SHRYACK, CHRISTOPHER THOMAS | VICE PRESIDENT LIFE SALES | 2105590 |
| ST CLAIR, KARI LOUISE | DIRECTOR, MARKETING SVCS & FIELD SUPPORT | 3168561 |
Disclosures
| Regulatory Event | 1 |
Red Flags
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Company Information
FBL MARKETING SERVICES, LLC
CRD#: 5309Albuquerque, NM 87110TRUST BUT VERIFY
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