Sherry Bijan

BIJAN, SHERRY

San Francisco, CA

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CRD#: 735112

Professional summary

Sherry Bijan, who also goes by Sherry None Bijan, Sherry Bijan, Sherry Bijan Spaeth, Sherry Bijan Zahoudanis, is a registered financial advisor currently at BIJAN, SHERRY located in San Francisco, California.

Sherry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Sherry has worked at 12 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sherry None Bijan | Sherry Bijan | Sherry Bijan Spaeth | Sherry Bijan Zahoudanis

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.

Changing Places is a relocation and design firm. I am a part time hourly waged employee.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sherry Bijan's CRS (Customer Relationship Summary).

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

Current

May 2, 2018 - Present

BIJAN, SHERRY

RIA

CRD#: 137152

San Francisco, CA

Past

April 28, 2003 - June 6, 2003

ASSIST INVESTMENT MANAGEMENT COMPANY, INC.

CRD#: 34902

LEAWOOD, KS

Past

October 13, 1992 - May 9, 2001

MCCLURG CAPITAL CORPORATION

CRD#: 16798

SAN RAFAEL, CA

Past

February 4, 1992 - September 18, 1992

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

September 7, 1990 - December 31, 1991

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

June 29, 1990 - September 25, 1990

NOBLE FINANCIAL CORPORATION

CRD#: 20818

Past

December 18, 1985 - June 5, 1990

GREAT WESTERN FINANCIAL SECURITIES CORPORATION

CRD#: 14229

NORTHRIDGE, CA

Past

August 12, 1985 - September 9, 1985

FLEET BROKERAGE SECURITIES, INC.

CRD#: 7313

Past

June 11, 1985 - July 15, 1985

FLEET BROKERAGE SECURITIES, INC.

CRD#: 7313

Past

September 12, 1983 - March 19, 1985

UBS FINANCIAL SERVICES INC.

CRD#: 8174

Past

October 27, 1982 - August 19, 1983

J.P. MORGAN SECURITIES LLC

CRD#: 79

Past

April 28, 1982 - October 25, 1982

B. J. LEONARD AND COMPANY, INC.

CRD#: 62

Past

October 17, 1981 - March 15, 1982

G. S. OMNI CORPORATION

CRD#: 8141

Past

July 20, 1981 - October 6, 1981

INTERNATIONAL SECURITIES, INC.

CRD#: 7051

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(5/2/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 2/17/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/18/1981

General Securities Representative Examination

Current Firm

BIJAN, SHERRY

CRD#: 137152 / SEC#:

California

Registered Investment Advisory firm - (3/6/1992 Approved)

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Contact information

Main Address

San Francisco, CA

Mailing Address

Phone number

(415) 309-5905

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Sherry Bijan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sherry Bijan's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASSIST INVESTMENT MANAGEMENT COMPANY, INC.

MCCLURG CAPITAL CORPORATION

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

NOBLE FINANCIAL CORPORATION

GREAT WESTERN FINANCIAL SECURITIES CORPORATION

FLEET BROKERAGE SECURITIES, INC.

FLEET BROKERAGE SECURITIES, INC.

UBS FINANCIAL SERVICES INC.

J.P. MORGAN SECURITIES LLC

B. J. LEONARD AND COMPANY, INC.

G. S. OMNI CORPORATION

INTERNATIONAL SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 2/17/1982

Series 7

Date: 7/18/1981

Current Firm

BIJAN, SHERRY

Contact information

Documents

Red Flags

Company Information

BIJAN, SHERRY

TRUST BUT VERIFY

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