Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cherie? Claim Your ProfileCherie Junel Drew is a financial advisor at Mutual Of Omaha Investor Services, Inc.. Cherie has been in the financial services industry since 2013. Cherie is registered with the state of Virginia to provide both investment advisory services and securities brokerage services. Cherie is also registered with the state of Texas to provide securities brokerage services. Cherie holds the Series 6, Series 63 and Series 65 licenses. Cherie is a member of the Board of Directors of The House Church, Inc., a non-profit organization. Cherie also owns and operates Counting the Cost, LLC, a business that teaches the use of QuickBooks software to churches. Cherie specializes in providing financial planning and portfolio management services for individuals and other investment advisors.
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.
Promoter fees and third party money manager fees
1
2
VA
07/26/2019 - Present
Mutual OF Omaha Investor Services, Inc. (ROANOKE VA)
VA
12/15/2015 - 06/28/2018
PRUCO SECURITIES, LLC. (GLEN ALLEN VA)
NA
05/18/1991 - 06/16/1992
PEBSCO SECURITIES CORP.
NA
07/21/1988 - 01/18/1991
PW SECURITIES, INC.
IA
Issued 07/26/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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