Sheryl Stern is a registered investment advisor, based in San Diego, CA, with 13 years of industry experience.
Location
11622 El Camino Real, Suite 1018, San Diego, CA, 92130
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sheryl is a coach and consultant at Simply Mentored since 2009, focusing on personal, career, health, and business strategies. She is also an independent insurance agent for various companies since 2012, and an advisory representative of a RIA since 2017.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Trilogy Capital, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
State Registrations30 states
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