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Cherrell Latitia Trotter

National Financial Services LLC

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About Cherrell Latitia Trotter

Cherrell Latitia Trotter is a financial professional with over 14 years of experience in the industry. Cherrell is currently registered with National Financial Services LLC in WESTLAKE, TX. Previously, Cherrell was employed at Fidelity Brokerage Services LLC from 2008 to 2021. Cherrell holds FINRA Series 7, 63, and 66 licenses as well as the SIE exam.

Firm Information

Cherrell Trotter is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

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.

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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Cherrell Trotter’s Registration & Firm History

TX

11/16/2021 - Present

National Financial Services LLC (WESTLAKE TX)

TX

09/05/2008 - 08/10/2021

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 09/21/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/07/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/04/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cherrell Latitia Trotter.
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