Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cherie? Claim Your ProfileCherie Anderson is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Cherie has been in the securities industry since 1992. Cherie has passed the Series 6, Series 7 and Series 63 exams. Cherie's previous registrations were with MML Investors Services, LLC, MSI Financial Services, Inc. and Metropolitan Life Insurance Company. Cherie is also a registered investment advisor in Texas. Cherie has provided financial services in the state of Florida for over 30 years.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
07/16/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DESTIN FL)
FL
03/25/2017 - 11/15/2017
MML INVESTORS SERVICES, LLC (DESTIN FL)
FL
09/02/1992 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (DESTIN FL)
FL
09/02/1992 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SHALIMAR FL)
BC
Issued 05/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/31/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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