Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheri? Claim Your ProfileCheri Watson is a financial advisor with over 12 years of experience in the industry. Cheri has worked with Fidelity Personal And Workplace Advisors since September 2021 and holds licenses to provide investment advice in a variety of states. Previously, Cheri worked with Infinex Investments, Inc. and Morgan Stanley. Cheri has experience providing financial planning, educational seminars, and investment management services to individuals, corporations, and pension plans.
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.
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.
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2
MA
01/13/2022 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MI
11/22/2019 - 12/21/2020
INFINEX INVESTMENTS, INC. (BLOOMFIELD HILLS MI)
MI
04/09/2015 - 10/17/2019
MORGAN STANLEY (TROY MI)
MI
10/01/2012 - 02/18/2015
J.P. MORGAN SECURITIES LLC (GROSSE POINTE FARMS MI)
MI
10/09/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (GROSSE POINTE MI)
MI
05/02/2007 - 07/25/2007
CHASE INVESTMENT SERVICES CORP. (GROSSE POINTE MI)
BOTH
Issued 03/13/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2012
Series 7 - General Securities Representative Examination
BC
Issued 05/01/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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