Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheri? Claim Your ProfileCheri Morillas is a financial advisor with Cetera Investment Advisers LLC. Cheri has been in the financial industry for 29 years and has experience working with individuals, families, and businesses. Cheri can help you with a variety of financial services, including financial planning, retirement planning, investment management, and insurance. Cheri is licensed to sell securities in Arkansas, California, Hawaii, Nevada, North Carolina, and Texas. Cheri is a highly qualified and experienced financial advisor who can help you reach your 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.
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.
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
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (CONCORD CA)
CA
02/16/2005 - 08/13/2008
PENSION PLANNERS SECURITIES, INC. (CITRUS HEIGHTS CA)
CA
09/06/2002 - 02/04/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MN
10/18/1994 - 08/26/2002
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
IA
Issued 01/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/17/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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