Jerry  Sheby,  CFP<sup>&reg;</sup> - Financial Advisor

Jerry Sheby, CFP®

CFP

LPL Financial

5000 E Spring St, Suite 340
Long Beach, CA 90815
FINANCIAL ADVISOR'S WEBSITE
(562) 420-7800

General

Jerry Sheby is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at LPL Financial in Long Beach, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Tax Prep

Insurance Licenses

  • Life insurance: CA,WA
  • Health/disability insurance: CA
  • Fixed annuities: CA
  • Variable annuities: CA,WA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Business Taxes, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Personal Taxes

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