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 at Cetera Investment Advisers LLC with over 28 years of experience in the financial services industry. Cheri has a Series 6, 7, 26, 63 and 65 license, as well as a SIE designation. Cheri is registered with the states of Arkansas, California, Hawaii, Nevada, North Carolina, Texas, and is also registered as an Investment Advisor Representative in California and Texas. Cheri has been working with Cetera since 2013 and is committed to providing clients with the best possible financial advice. Cheri works with a range of clients, including individuals, families, businesses, and retirement plans. Cheri offers a variety of financial services, including financial planning, investment management, and retirement planning. Cheri is passionate about helping her 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.
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 1/7/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/17/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/19/1999
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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