Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheri? Claim Your ProfileCheri Lynn Johnson is a registered representative with USA Financial Securities LLC. Cheri is licensed to provide investment advice in Arizona, California, Idaho, Maine, Minnesota, New Jersey, and Washington. Cheri has been in the securities industry since 1997. Cheri has experience working with high-net-worth individuals, corporations, and other businesses. In addition to providing investment advice, Cheri also offers financial planning and selection of other advisers. Cheri is also a registered representative with Strategic Wealth Advisors, LLC.
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.
Helps you choose top advisors aligned with your 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.
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.
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2
MI
03/07/2013 - Present
USA Financial Securities LLC (ADA MI)
WA
05/02/2008 - 03/28/2013
KAISER AND COMPANY (GIG HARBOR WA)
WA
04/02/2007 - 03/10/2008
MORGAN STANLEY & CO., INCORPORATED (GIG HARBOR WA)
WA
10/22/2004 - 04/02/2007
MORGAN STANLEY DW INC. (GIG HARBOR WA)
NY
01/16/1997 - 11/01/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 05/29/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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