Unclaimed
Cheronda Albury is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Cheronda has been in the industry since 2001 and has held licenses and registrations in multiple states, including District of Columbia, Maryland, and Texas. Cheronda has a strong background in both brokerage and investment advisory services. Cheronda is committed to providing her clients with personalized financial advice and guidance.
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
DC
11/05/2010 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WASHINGTON DC)
DC
03/03/2008 - 03/19/2009
FTI CAPITAL ADVISORS, LLC (WASHINGTON DC)
DC
04/12/2006 - 02/01/2007
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
NJ
05/21/2004 - 04/27/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
12/19/2003 - 04/26/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
03/14/2002 - 03/26/2003
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
12/07/2000 - 03/12/2002
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
02/13/1998 - 12/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
IA
Issued 08/08/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1998
Series 7 - General Securities 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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