Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheralee? Claim Your ProfileCheralee Covell is a financial advisor in Gillette, WY, registered with PFS Investments Inc. Cheralee has been in the financial industry since March 2020. Cheralee's areas of expertise include portfolio management for individuals. Cheralee is a Series 63, Series 26, Series 6TO and SIE licensed representative, and registered in Florida, South Dakota and Wyoming.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
WY
03/06/2020 - Present
PFS Investments Inc. (GILLETTE WY)
BC
Issued 05/15/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/06/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/06/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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