Sherrie Beckman
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Expertise
Divorce financial planning
General estate planning guidance
Charitable giving & philanthropy
Demographic focus
LGBTQIA
Work history
Edward D. Jones & Co., L.P.
1998 - Present (28 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Drew M
CFP®, Series 66
Lewiston, ID
Edward Jones
Bradley M
Series 63, Series 66
Lewiston, ID
Edward Jones
Ryan P
Series 63, Series 66
Moscow, ID
Fidelity
Ryan Prestimonico is Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2018. He focuses on helping clients become better investors to work towards their financial goals. He has extensive experience in financial advisory roles, having previously served as Vice President and Financial Consultant at Charles Schwab from 2003 to 2018. Prior to that, he was a Financial Advisor at UBS - Paine Webber from 2002 to 2003 and an Investment Representative at Edward Jones from 2000 to 2002. Ryan holds a California Insurance License.
Trevor A
Series 66
Clarkston, WA
Edward Jones
Patrick C
CFP®, Series 66
Clarkston, WA
Edward Jones
Jessica R
Series 66
Clarkston, WA
Edward Jones
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