Sherry Senesy (CRD# 5789816) is an Investment Advisor Representative working at Eagle Strategies LLC in San Diego, CA and has over 13 years of experience in the finance industry. Sherry Senesy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4903966
Western Wealth Management LLC
CRD# 5727391
Oneamerica Securities, Inc.
CRD# 3087085
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Srs Financial & Insurance Solutions | San Diego, CA | Apr 2022 - Current | 2 |
| Eagle Strategies LLC | San Diego, CA | Jul 2016 - Current | 7 |
| Nylife Securities LLC | San Diego, CA | Dec 2010 - Current | 13 |
| New York Life Ins. Company | San Diego, CA | May 2010 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2011 |
- CA
- TX
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
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