Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in Ohio where I am currently registered.
A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfing qualitfications requirements of that state, or only if they are excluded or exempted from the state's broker/dealer, investment advisor, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment advisor, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's broker/dealer, investment advisor, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.
Sheri Latimer is security licensed in Ohio.
Sheri Latimer is a Financial Advisor with Preferred Planning Associates of Dayton. Her office is located in our “Investment Planning Center” at our main branch on Melrose Avenue.
Sheri has been advising Hancock Federal Credit Union members for close to 10 years and has been in the Financial Services Industry for over 27 years.
A regarded speaker Sheri has conducted many educational seminars throughout Ohio, addressing Corporate as well as Small business owners, their employees, retired and retiring individuals, also students of Findlay College. Sheri has moderated and attended several LUTC classes, and continues her education of the industry, as a whole every year.
Sheri is security licensed and provides financial planning, and investment advice. Working as a fee based planner she offers direct & no load managed accounts, as well as services and products of many different insurance companies. This gives her the ability to customize her services to meet each individual’s or business’ needs and situation.
Sheri specializes in retirement planning and 401-k rollovers, yet works in all areas of financial planning.
Because we value our members and care about meeting ALL of your financial needs we encourage you to stop by or give Sheri a call. She is happy to answer questions and would welcome an appointment with you. You may schedule a no cost or obligation appointment at either of our office locations at your convenience. So call Sheri Latimer today and review the many ways she might assist you in your securing your financial future.
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NON-DEPOSIT INVESTMENT PRODUCTS ARE NOT FDIC OR NCUA INSURED, ARE NOT OBLIGATIONS OF OR GUARANTEED BY ANY CREDIT UNION, INVOLVE INVESTMENT RISK, AND MAY LOSE VALUE.
SECURITIES OFFERED THROUGH CAMBRIDGE INVESTMENT RESEARCH, INC., A BROKER/DEALER, MEMBER FINRA/SIPC. INVESTMENT ADVISORY SERVICES OFFERED THROUGH CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC., A REGISTERED INVESTMENT ADVISOR.
PREFERRED PLANNING ASSOCIATES, Hancock Federal CREDIT UNION AND CAMBRIDGE ARE NOT AFFILIATED COMPANIES.
