Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheri? Claim Your ProfileCheri Trula Patterson is a financial advisor with over 30 years of experience in the financial services industry. Cheri is currently registered with Allstate Financial Services, LLC and is licensed to provide financial advice in North Carolina. Cheri previously worked at NYLIFE Securities LLC. Cheri has a Series 6 license and holds the SIE designation. Cheri is dedicated to helping clients 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.
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.
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NC
01/06/2022 - Present
Allstate Financial Services, LLC (Huntersville NC)
NC
11/19/1991 - 12/02/2021
NYLIFE SECURITIES LLC (CORNELIUS NC)
BC
Issued 11/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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