Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cherl? Claim Your ProfileCherl Lynn Robinson is a financial advisor with over 10 years of experience in the industry. Cherl is currently registered with Voya Financial Advisors, Inc. and has worked at various firms throughout her career. She holds Series 6, 63, and SIE licenses, and is registered in multiple states. Cherl's focus is on financial planning, educational seminars, and portfolio management for individuals and businesses. Cherl has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
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.
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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MI
10/11/2022 - Present
Voya Financial Advisors, Inc. (BLOOMFIELD HILLS MI)
MI
08/29/2019 - 09/23/2022
TRANSAMERICA FINANCIAL ADVISORS, INC (TROY MI)
MI
08/09/2018 - 06/19/2019
PFS INVESTMENTS INC. (FARMINGTON HILLS MI)
MI
09/09/2015 - 05/01/2017
ADVANCE CAPITAL SERVICES, INC. (SOUTHFIELD MI)
MI
08/31/2012 - 08/04/2014
AXA ADVISORS, LLC (TROY MI)
BC
Issued 11/07/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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