Heather R Sherrill

Current Employers

Employment History

• 03/2015 → 06/2023
  Lincoln Financial Advisors Corporation
  Cherry Hill, NJ
• 09/2023 → 02/2024
  Pitman High School
  Pitman, NJ
• 03/2024 → 05/2024
  New Jersey Tutoring Corps
  Morristown, NJ
• 06/2024 → 09/2025
  Avantax Investment Services
  Cherry Hill, NJ
• 07/2023 → 09/2023
  Stay At Home Mom
  Mullica Hill, NJ
• 06/2024 → 09/2025
  Avantax Advisory Services
  Cherry Hill, NJ
• 06/2024 → Present
  Alloy Silverstein Financial Services
  Cherry Hill, NJ
• 02/2025 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Dallas, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Cherry Hill, NJ
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-09-10 → 2025-09-05
  Avantax Advisory Services
  Cherry Hill, NJ
  Dallas, TX

Other Businesses

1) ALLOY SILVERSTEIN FINANCIAL SERVICES POSITION: Financial Advisor NATURE: This is the entity through which I provide Avantax Wealth Management services. I provide investment services and client interfacing. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/24/2024 ADDRESS: 900 North Kings Highway, Suite 101, Cherry Hill NJ 08034, United States DESCRIPTION: Main responsibilities will be: financial planning data entry financial planning modeling client meeting prep trading new account paperwork

Exams

• S66 Uniform Combined State Law Examination
  2024-09-09
• S63 Uniform Securities Agent State Law Examination
  1996-09-23

Other Names

• Heather Kletz
• Heather Renee Sherrill