Sherri Goss (CRD# 4758208) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Warner Robins, GA and has over 19 years of experience in the finance industry.
CRD# 4286283
Patton Albertson Miller Group, LLC
CRD# 2507388
Cfs Wealth Management
CRD# 1257428
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lifespan Financial Services, Dba Rosenberg Financial Group | Warner Robins, GA | Oct 2021 - Current | 2 |
| Royal Alliance Associates, Inc. | Warner Ribonbs, GA | Jul 2005 - Current | 18 |
| Aflac | Columbus, GA | Sep 1999 - Current | 24 |
| Rosenberg Financial Group, Inc. | Warner Robins, GA | Jul 2005 - Sep 2021 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2004 |
- AL
- AR
- CA
- FL
- GA
- KY
- MS
- NM
- NC
- OH
- RI
- SC
- TX
- VA
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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