Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chere? Claim Your ProfileChere High-robles is an active investment advisor representative. Chere has been in the industry for 29 years, beginning in 1994. Chere is currently registered with Grove Point Advisors, LLC and is licensed in several states. Chere has been associated with Grove Point Advisors, LLC since 2021. Previously, Chere was registered with American Portfolios Financial Services, Inc., Hackett Associates, Inc., and Sunpoint Securities, Inc. Chere has passed several industry exams, including the Series 63, Series 65, Series 6, and the SIE Exam. Chere is a member of the FINRA, the SEC, and is licensed in several states.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
04/01/2021 - Present
Grove Point Advisors, LLC (Shillington PA)
PA
07/27/2004 - 11/11/2013
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (WEST LAWN PA)
PA
09/13/1995 - 07/27/2004
HACKETT ASSOCIATES, INC. (WYOMISSING PA)
TX
04/20/1995 - 09/08/1995
SUNPOINT SECURITIES, INC. (LONGVIEW TX)
PA
09/03/1994 - 04/24/1995
HACKETT ASSOCIATES, INC. (WYOMISSING PA)
IA
Issued 04/29/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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