Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cherice? Claim Your ProfileCherice Dawkins is a financial advisor registered with Morgan Stanley, a large firm with offices across the country. Cherice has been in the financial services industry since 2016. Cherice is a registered representative with FINRA, the Financial Industry Regulatory Authority, and is licensed to sell securities in 27 states, as well as an investment advisor representative in 2 states. Cherice has passed the Series 7, 6, and 63 exams, as well as the SIE and Series 65. Cherice has experience working with a variety of clients, including individuals, families, businesses, and institutions. Cherice provides a range of financial services, including investment management, financial planning, and retirement planning.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
AL
06/27/2022 - Present
Morgan Stanley (Birmingham AL)
AL
04/29/2016 - 11/06/2019
WELLS FARGO CLEARING SERVICES, LLC (BIRMINGHAM AL)
IA
Issued 06/05/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Cherice Dawkins is the right advisor for you? Invested Better is here to help.
