Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cherie? Claim Your ProfileCherie Denise St. rose is a registered representative with Morgan Stanley. Cherie is a seasoned professional with more than 9 years of experience in the financial industry. Cherie is licensed to provide a range of financial services, including investment advice, brokerage, and wealth management. Cherie is dedicated to helping clients achieve their financial goals and has a proven track record of success. Cherie earned the Securities Industry Essentials Examination (SIE) certification in 2018 and the Series 99 (Operations Professional Examination) in 2013. Cherie is a member of the Financial Industry Regulatory Authority (FINRA) and holds a license to provide securities and investment advisory services in multiple states.
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
NY
09/23/2013 - Present
Morgan Stanley (PURCHASE NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2013
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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