Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cherie? Claim Your ProfileCherie Rose Barton is a financial advisor at Wells Fargo Advisors Financial Network, LLC, with over 10 years of experience in the financial industry. Cherie has a broad range of experience in the financial services industry, having held prior positions at RBC Capital Markets, LLC, and LPL Financial LLC. Cherie is a registered representative and investment advisor in the state of Washington and Texas. Cherie specializes in providing investment advice and portfolio management services to individuals, businesses, and institutions.
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.
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.
Investment consulting services to institutional clients
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.
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2
WA
04/01/2016 - Present
Wells Fargo Advisors Financial Network, LLC (MERCER ISLAND WA)
WA
05/07/2012 - 04/14/2016
RBC CAPITAL MARKETS, LLC (KIRKLAND WA)
WA
12/15/2011 - 05/14/2012
LPL FINANCIAL LLC (BELLEVUE WA)
WA
07/06/1994 - 05/19/1995
ADMINISTRATIVE SYSTEMS, INC. (SEATTLE WA)
IA
07/06/1994 - 07/07/1994
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
BOTH
Issued 03/05/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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