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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheri? Claim Your ProfileCheri Ann McHugo is an active investment advisor representative at Morgan Stanley with over 8 years of experience in the financial services industry. Cheri has worked at both Ameriprise Financial Services, Inc. and LPL Financial LLC before joining Morgan Stanley. Cheri is registered with both the BrokerCheck (BC) and the Investment Advisor Association (IA) and holds licenses in both Minnesota and Texas. Cheri has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination. Cheri's areas of expertise include providing financial planning, pension consulting, and portfolio management services for individuals, businesses, and investment companies. Cheri is committed to providing her clients with personalized financial advice that meets their individual needs.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MN
03/26/2020 - Present
Morgan Stanley (Bloomington MN)
MN
08/21/2014 - 01/12/2017
AMERIPRISE FINANCIAL SERVICES, INC. (MAPLE GROVE MN)
MN
06/04/2014 - 08/27/2014
LPL FINANCIAL LLC (EDINA MN)
MN
07/10/2014 - 08/21/2014
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)
BOTH
Issued 03/11/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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