Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cherie? Claim Your ProfileCherie Jolly is an Investment Advisor Representative at Dynamic Wealth Advisors in PHOENIX, Arizona. Cherie has been in the industry since 2000 and has a broad background in financial services. Cherie has experience at several firms including BOKF, CAVANAL HILL and Anchor Compliance Support, LLC.
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.
Personalized portfolio management to meet individual financial objectives.
Model portfolio adviser services for third party program
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.
Asset-based and flat fees for model portfolio adviser services
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2
AZ
03/24/2017 - Present
Dynamic Wealth Advisors (PHOENIX AZ)
OK
12/04/2013 - 03/31/2016
BOSC, INC. (TULSA OK)
AL
05/16/2013 - 11/04/2013
BBVA SECURITIES INC. (BIRMINGHAM AL)
AL
06/23/2011 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (BIRMINGHAM AL)
UT
09/19/2007 - 06/29/2009
ZIONS DIRECT, INC. (SALT LAKE CITY UT)
AZ
06/01/2005 - 02/06/2007
EQUITY SERVICES, INC. (MESA AZ)
AZ
10/13/2004 - 12/17/2004
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IN
09/07/2000 - 10/05/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/07/2000 - 10/05/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 10/19/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2001
Series 24 - General Securities Principal Examination
BC
Issued 03/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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