Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheri? Claim Your ProfileCheri Fitzgerald is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Cheri has over 17 years of experience in the financial services industry and has been registered with FINRA since October 2006. Cheri has been licensed to sell securities in over 40 states and has worked with several firms over the years. Currently, Cheri is affiliated with the Cincinnati, OH branch office of Merrill Lynch, Pierce, Fenner & Smith Inc. Cheri has experience working with a wide range of clients, including individuals, families, businesses, and institutions. Cheri specializes in investment planning, retirement planning, college savings planning, and estate planning. Cheri is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
OH
05/23/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CINCINNATI OH)
OH
06/01/2009 - 05/16/2017
MORGAN STANLEY (CINCINNATI OH)
OH
10/10/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CINCINNATI OH)
BC
Issued 11/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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