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Cherish Lyn Genova

Essex Financial Services, Inc.

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About Cherish Lyn Genova

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.

Firm Information

Cherish Genova is currently registered with Essex Financial Services, Inc.. Essex Financial Services, Inc. is a terminated Corporation formed in 2003. Based in Essex, CT, they provided financial planning, pension consulting, and portfolio management services for individuals, businesses, and institutional clients. They managed over $3.77 billion in regulatory assets for clients.
Essex Financial Services, Inc.

176 WESTBROOK ROAD

ESSEX, CT 06426

$3.77B

Assets Under Management

1

Total Clients

30

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Cherish Genova’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cherish Lyn Genova.
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