Unclaimed
Cherish Genova is a financial advisor with Essex Financial Services, Inc. in Essex, Connecticut. Cherish Genova has been a registered financial advisor since 2001. Cherish Genova has a wide range of experience in the financial services industry and has held various roles at several firms. Cherish Genova specializes in working with high-net-worth individuals, corporations, and charitable organizations. Cherish Genova provides a variety of financial services, including financial planning, portfolio management, and investment advisory services. Cherish Genova is committed to providing personalized financial advice and helping her clients achieve their financial goals.
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.
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.
1
2
CT
02/04/2016 - Present
Essex Financial Services, Inc. (ESSEX CT)
CT
03/31/2010 - 06/01/2021
ESSEX FINANCIAL SERVICES, INC. (Farmington CT)
CT
11/17/2009 - 02/19/2010
TD WEALTH MANAGEMENT SERVICES INC. (PLANTSVILLE CT)
CT
03/12/2007 - 11/17/2009
BANCNORTH INVESTMENT GROUP, INC. (PLANTSVILLE CT)
CT
09/21/2005 - 02/23/2007
INFINEX INVESTMENTS, INC. (SOUTHBURY CT)
CT
02/07/2001 - 02/11/2005
WEBSTER INVESTMENT SERVICES, INC. (KENSINGTON CT)
IA
Issued 12/17/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/23/2015
Series 4 - Registered Options Principal Examination
BC
Issued 02/25/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/06/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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