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Sheri H

Series 63, Series 65

Canadian, TX

OSAIC

Sheri Hensley is a financial advisor at OSAIC with 35 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at OSAIC since 2018, following a two-year tenure at Signator Investors, Inc. Outside of her advisory role, she serves as treasurer for a family farm and a quarter horse breeding operation, and she is a board member and bookkeeper for the Canadian Rotary Club. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and advisory services, financial planning, and access to third-party managers. The firm employs asset-allocation tools and automated rebalancing to manage diversified portfolios that include various investment types and supports both discretionary and non-discretionary account management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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