Senior Registered Assistant
Sherri has been with Gettings Reed Financial Services, LLC since 1989.
Sherri is in charge of our Operations and fully licensed as a Life & Health Insurance agent. Additionally, she is Registered Assistant with our Broker Dealer Firm, CFD Investments, Inc. and holds the following securities licenses: Series 6, 11 & 63. As our Operations manager, Sherri works directly with our clients and our Broker Dealer's back office. She is the primary contact for 401(k) Client Services, Business/Corporate Services, and our Broker Dealer's clearing firm, RBC Capital.