Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cherie? Claim Your ProfileCherie Wang is a financial advisor with over 9 years of experience in the industry. Cherie is a Certified Financial Planner® professional and has a Series 66, Series 7, and SIE license. She is currently registered with Valley Wealth Strategies, LLC and has previously been registered with National Planning Corporation. Cherie specializes in providing financial planning and portfolio management services to individuals and families. Cherie is also a registered representative of LPL Financial, LLC, and a licensed insurance agent.
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.
Helps you choose top advisors aligned with your financial goals.
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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CA
10/20/2017 - Present
Valley Wealth Strategies, LLC (PLACENTIA CA)
CA
04/28/2015 - 11/29/2017
NATIONAL PLANNING CORPORATION (PLACENTIA CA)
BOTH
Issued 05/27/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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