Sheryl Morace-Mikel, owner of Diversified Investments, provides a variety of
financial services including asset management and investment recommendations. Areas of
knowledge and experience include personal financial services, retirement, pension, college
and estate planning.
has the Certified in Applied Finance and Economics
designation. She has been professionally active in
financial planning since 1990. She has lived in the
Southern Oregon area for over forty years.
Sheryl obtained a Bachelor of Science Degree in
Economics from Southern Oregon University with Economic
Honors Omicron Delta Epsilon and a Minor Degree in
Business Management. She has completed the FINRA series 7 and
63 security examinations and is licensed as an insurance agent for life, health
and variable annuities. Sheryl is a Registered Principal of Cadaret
Sheryl believes in active monitoring of portfolio performance.
Portfolios are monitored by employing investment disciplines such as solid financial
analysis, adhering to a strict valuation methodology, economic and demographic trends in
accordance with the client's income, growth, liquidity, tax, risk or other special needs.
Sheryl provides a level of service that goes far beyond the purchase or
sale of an investment. Her high level of integrity and dedication in helping client's
achieve their financial goals are a reflection of her philosophical belief that "to
succeed means to exceed the client's expectations." Sheryl will help you develop a
portfolio that has the correct balance of stability and risk for your financial situation.
NE 7th Street
Grants Pass, OR 97526
Biddle RD Suite 102A
Medford, OR 97504
This is not an offer of securities in any jurisdiction, nor is
it specifically directed to a resident
of any jurisdiction. As with any security, request
a prospectus from your registered principal.
Read it carefully before you invest or
send money. Securities are limited
to residents of Oregon, Washington, California, Colorado, Georgia, Michigan and Arizona.
Insurance products are limited to Oregon..
Sheryl Morace Mikel, Registered Principal: Securities offered through
Cadaret Grant, Inc.
Member FINRA & SIPC. Cadaret Grant, Inc. and Diversified
Investments are not affiliated.
Click to visit FINRA Website
visit SIPC Website
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